Wood Tarver Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Wood Tarver Financial Group, LLC
- $332 Million
- Q2 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 32,351 shares of SCHD stock, worth $859,566. This represents 0.26% of its overall portfolio holdings.
Number of Shares
32,351
Previous 35,236
8.19%
Holding current value
$859,566
Previous $985,000
12.99%
% of portfolio
0.26%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,017Shares Held
845MCall 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