Approach Retirement Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Approach Retirement Advisors, LLC
- $116 Billion
- Q4 2025
A detailed history of Approach Retirement Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Approach Retirement Advisors, LLC holds 7,500 shares of SCHD stock, worth $204,300. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,500Holding current value
$204,300% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,065Shares Held
866MCall 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