Catalytic Wealth Ria, LLC Schwab Strategic Tr Us Dividen Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 10,035 shares of SCHD stock, worth $278,471. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,035
Previous 3,345
200.0%
Holding current value
$278,471
Previous $283 Million
3.04%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,903Shares Held
674MCall Options Held
3.35MPut Options Held
1.22M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Envestnet Asset Management Inc19.6MShares$545 Million0.18% of portfolio