Proathlete Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Proathlete Wealth Management LLC
- $367 Billion
- Q4 2025
A detailed history of Proathlete Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Proathlete Wealth Management LLC holds 128 shares of SCHD stock, worth $3,486. This represents 0.0% of its overall portfolio holdings.
Number of Shares
128
Previous 120
6.67%
Holding current value
$3,486
Previous $3.3 Million
6.49%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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