Leeward Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Leeward Financial Partners, LLC
- $342 Million
- Q3 2025
A detailed history of Leeward Financial Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 11,650 shares of SCHD stock, worth $317,346. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,650
Previous 11,650
-0.0%
Holding current value
$317,346
Previous $308,000
3.25%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,061Shares Held
865MCall 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