Wealth Management Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealth Management Partners, LLC
- $274 Million
- Q3 2025
A detailed history of Wealth Management Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Management Partners, LLC holds 10,182 shares of SCHD stock, worth $270,535. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,182Holding current value
$270,535% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,024Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
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Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
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Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio