Maridea Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Maridea Wealth Management LLC
- $666 Billion
- Q4 2025
A detailed history of Maridea Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Maridea Wealth Management LLC holds 123,506 shares of SCHD stock, worth $3.36 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
123,506
Previous 140,850
12.31%
Holding current value
$3.36 Million
Previous $3.8 Billion
10.88%
% of portfolio
0.51%
Previous 0.59%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,061Shares Held
865MCall 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