Wealthstar Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealthstar Advisors, LLC
- $251 Million
- Q2 2025
A detailed history of Wealthstar Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthstar Advisors, LLC holds 15,978 shares of SCHD stock, worth $424,535. This represents 0.17% of its overall portfolio holdings.
Number of Shares
15,978
Previous 15,978
-0.0%
Holding current value
$424,535
Previous $446,000
5.16%
% of portfolio
0.17%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,034Shares Held
840MCall Options Held
4.51MPut Options Held
2.75M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio