Members Wealth LLC Schwab Strategic Tr Us Dividen Transaction History
Members Wealth LLC
- $158 Billion
- Q3 2025
A detailed history of Members Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Members Wealth LLC holds 134,964 shares of SCHD stock, worth $3.68 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
134,964
Previous 136,376
1.04%
Holding current value
$3.68 Million
Previous $3.81 Billion
2.56%
% of portfolio
2.35%
Previous 2.88%
Shares
4 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