My Purposeful Wealth Corp. Schwab Strategic Tr Us Dividen Transaction History
My Purposeful Wealth Corp.
- $382 Billion
- Q4 2025
A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 313,559 shares of SCHD stock, worth $8.54 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
313,559
Previous 288,275
8.77%
Holding current value
$8.54 Million
Previous $7.87 Billion
9.29%
% of portfolio
2.25%
Previous 2.35%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,067Shares Held
864MCall 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