Mount Yale Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 52,483 shares of SCHD stock, worth $1.43 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
52,483Holding current value
$1.43 Million% of portfolio
0.1%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