Quotient Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Quotient Wealth Partners, LLC
- $3.65 Trillion
- Q3 2025
A detailed history of Quotient Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 9,437 shares of SCHD stock, worth $257,063. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,437
Previous 11,184
15.62%
Holding current value
$257,063
Previous $296 Million
13.07%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
869MCall 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