Wealthfront Advisers LLC Schwab Strategic Tr Us Dividen Transaction History
Wealthfront Advisers LLC
- $34.9 Billion
- Q1 2025
A detailed history of Wealthfront Advisers LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthfront Advisers LLC holds 13,924,582 shares of SCHD stock, worth $364 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
13,924,582
Previous 14,309,642
2.69%
Holding current value
$364 Million
Previous $391 Million
0.41%
% of portfolio
1.11%
Previous 1.15%
Shares
26 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio