Parkworth Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Parkworth Wealth Management, Inc.
- $139 Billion
- Q2 2025
A detailed history of Parkworth Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 275 shares of SCHD stock, worth $7,491. This represents 0.01% of its overall portfolio holdings.
Number of Shares
275
Previous 294
6.46%
Holding current value
$7,491
Previous $8.26 Million
11.75%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,063Shares 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