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 $279,374. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,035
Previous 3,345
200.0%
Holding current value
$279,374
Previous $283 Million
3.04%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$793 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$747 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$724 Million4.56% of portfolio