High Note Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
High Note Wealth, LLC
- $483 Million
- Q3 2025
A detailed history of High Note Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, High Note Wealth, LLC holds 450 shares of SCHD stock, worth $12,258. This represents 0.0% of its overall portfolio holdings.
Number of Shares
450
Previous 450
-0.0%
Holding current value
$12,258
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares 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