Stillwater Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History
Stillwater Wealth Management Group
- $141 Million
- Q3 2025
A detailed history of Stillwater Wealth Management Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stillwater Wealth Management Group holds 10,495 shares of SCHD stock, worth $285,883. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,495
Previous 16,738
37.3%
Holding current value
$285,883
Previous $468 Million
99.94%
% of portfolio
0.2%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares 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