Keebeck Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Keebeck Wealth Management, LLC
- $795 Million
- Q3 2025
A detailed history of Keebeck Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 7,564 shares of SCHD stock, worth $206,043. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,564
Previous 8,044
5.97%
Holding current value
$206,043
Previous $213,000
3.29%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
867MCall 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