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 $829,223. This represents 0.68% of its overall portfolio holdings.
Number of Shares
31,209
Previous 31,209
-0.0%
Holding current value
$829,223
Previous $853 Million
2.34%
% of portfolio
0.68%
Previous 0.64%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% 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