Wpg Advisers, LLC Schwab Strategic Tr Us Dividen Transaction History
Wpg Advisers, LLC
- $129 Billion
- Q3 2025
A detailed history of Wpg Advisers, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wpg Advisers, LLC holds 162,899 shares of SCHD stock, worth $4.44 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
162,899
Previous 167,206
2.58%
Holding current value
$4.44 Million
Previous $4.43 Billion
0.37%
% of portfolio
3.45%
Previous 3.74%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio