Northwest Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Northwest Wealth Management, LLC

$422 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 23, 2019	SELL	N/A	-90 Closed	0 $0
Q2 2018 Jul 10, 2018	SELL	N/A	-10 Reduced 10.0%	90 $4,000
Q1 2018 Apr 13, 2018	BUY	N/A	100 New	100 $5,000

Others Institutions Holding SCHD

# of Institutions

1,861

Shares Held

518M

Call Options Held

1.92M

Put Options Held

1.16M

Sumitomo Life Insurance CO

26.8M
Shares

$739 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$717 Million
4.56% of portfolio
Raymond James Financial Inc St. Petersburg, FL

21.7M
Shares

$598 Million
0.22% of portfolio
Wealthspire Advisors, LLC New York, NY

15.1M
Shares

$417 Million
4.17% of portfolio
Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$318 Million
0.45% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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