Great Waters Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Great Waters Wealth Management
- $721 Billion
- Q1 2025
A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Great Waters Wealth Management holds 87,148 shares of SCHD stock, worth $2.22 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
87,148
Previous 87,742
0.68%
Holding current value
$2.22 Million
Previous $2.4 Billion
1.65%
% of portfolio
0.34%
Previous 0.31%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio