Mor Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Mor Wealth Management, LLC
- $219 Billion
- Q4 2025
A detailed history of Mor Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mor Wealth Management, LLC holds 148,746 shares of SCHD stock, worth $4.05 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
148,746Holding current value
$4.05 Million% of portfolio
1.86%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares 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