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 $276,564. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,035
Previous 3,345
200.0%
Holding current value
$276,564
Previous $283 Million
3.04%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,873Shares Held
561MCall Options Held
3.32MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO18.2MShares$502 Million0.42% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio