Alliance Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History
Alliance Wealth Management Group
- $448 Million
- Q3 2025
A detailed history of Alliance Wealth Management Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Alliance Wealth Management Group holds 214,820 shares of SCHD stock, worth $5.85 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
214,820
Previous 198,638
8.15%
Holding current value
$5.85 Million
Previous $5.26 Million
11.42%
% of portfolio
1.31%
Previous 1.34%
Shares
32 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares 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