Wealthstar Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealthstar Advisors, LLC
- $208 Million
- Q1 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 $421,659. This represents 0.21% of its overall portfolio holdings.
Number of Shares
15,978
Previous 15,978
-0.0%
Holding current value
$421,659
Previous $436,000
2.29%
% of portfolio
0.21%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares 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$872 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$851 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$780 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$775 Million0.06% of portfolio