Meriwether Wealth & Planning, LLC Schwab Strategic Tr Us Dividen Transaction History
Meriwether Wealth & Planning, LLC
- $140 Billion
- Q4 2024
A detailed history of Meriwether Wealth & Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 40,689 shares of SCHD stock, worth $1.12 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
40,689Holding current value
$1.12 Million% of portfolio
0.79%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,873Shares Held
561MCall Options Held
3.32MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
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Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
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Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio