Wernau Asset Management Inc. Schwab Strategic Tr Us Dividen Transaction History
Wernau Asset Management Inc.
- $128 Billion
- Q1 2025
A detailed history of Wernau Asset Management Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wernau Asset Management Inc. holds 31,209 shares of SCHD stock, worth $816,739. This represents 0.68% of its overall portfolio holdings.
Number of Shares
31,209
Previous 31,209
-0.0%
Holding current value
$816,739
Previous $853 Million
2.34%
% of portfolio
0.68%
Previous 0.64%
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$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