Redw Wealth LLC Schwab Strategic Tr Us Dividen Transaction History
Redw Wealth LLC
- $262 Million
- Q3 2025
A detailed history of Redw Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Redw Wealth LLC holds 54,160 shares of SCHD stock, worth $1.48 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
54,160
Previous 52,324
3.51%
Holding current value
$1.48 Million
Previous $1.39 Million
6.64%
% of portfolio
0.56%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares Held
872MCall 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