West Paces Advisors Inc. Schwab Strategic Tr Us Dividen Transaction History
West Paces Advisors Inc.
- $470 Billion
- Q2 2025
A detailed history of West Paces Advisors Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, West Paces Advisors Inc. holds 8,193 shares of SCHD stock, worth $223,832. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,193
Previous 4,289
91.02%
Holding current value
$223,832
Previous $120 Million
81.05%
% of portfolio
0.05%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
2,005Shares Held
919MCall Options Held
4.89MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.06 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$902 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$881 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$807 Million4.98% of portfolio