Meritage Portfolio Management Schwab Strategic Tr Us Dividen Transaction History
Meritage Portfolio Management
- $1.45 Billion
- Q4 2025
A detailed history of Meritage Portfolio Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meritage Portfolio Management holds 9,498 shares of SCHD stock, worth $258,725. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,498Holding current value
$258,725% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,065Shares Held
866MCall 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