Proathlete Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Proathlete Wealth Management LLC
- $347 Billion
- Q3 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 120 shares of SCHD stock, worth $3,268. This represents 0.0% of its overall portfolio holdings.
Number of Shares
120
Previous 686
82.51%
Holding current value
$3,268
Previous $18.2 Million
81.87%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,059Shares Held
873MCall 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