Wood Tarver Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Wood Tarver Financial Group, LLC
- $258 Million
- Q1 2025
A detailed history of Wood Tarver Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 35,236 shares of SCHD stock, worth $947,143. This represents 0.38% of its overall portfolio holdings.
Number of Shares
35,236
Previous 38,676
8.89%
Holding current value
$947,143
Previous $1.06 Million
6.72%
% of portfolio
0.38%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
896MCall Options Held
4.42MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.05 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Morgan Stanley New York, NY29.4MShares$789 Million0.06% of portfolio