Wealthgarden F.S. LLC Schwab Strategic Tr Us Dividen Transaction History
Wealthgarden F.S. LLC
- $104 Billion
- Q1 2025
A detailed history of Wealthgarden F.S. LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 81,103 shares of SCHD stock, worth $2.09 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
81,103
Previous 80,772
0.41%
Holding current value
$2.09 Million
Previous $2.21 Billion
2.76%
% of portfolio
2.18%
Previous 2.06%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,993Shares Held
885MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$853 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$833 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$763 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$758 Million0.06% of portfolio