Martin Worley Group Schwab Strategic Tr Us Dividen Transaction History
Martin Worley Group
- $183 Million
- Q2 2025
A detailed history of Martin Worley Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Martin Worley Group holds 188,118 shares of SCHD stock, worth $5.12 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
188,118
Previous 173,689
8.31%
Holding current value
$5.12 Million
Previous $4.86 Billion
99.9%
% of portfolio
2.72%
Previous 2.77%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
869MCall 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