Wisconsin Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Wisconsin Wealth Advisors, LLC
- $105 Billion
- Q3 2025
A detailed history of Wisconsin Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wisconsin Wealth Advisors, LLC holds 10,279 shares of SCHD stock, worth $281,747. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,279
Previous 25,975
60.43%
Holding current value
$281,747
Previous $688 Million
59.23%
% of portfolio
0.27%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,015Shares Held
890MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.07 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$905 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$794 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$783 Million0.06% of portfolio