Redw Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Redw Wealth LLC

$287 Million
Q4 2024

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 48,503 shares of SCHD stock, worth $1.34 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

48,503

Holding current value

$1.34 Million

% of portfolio

0.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $1.31 Million - $4.12 Million	48,503 New	48,503 $1.33 Million

Others Institutions Holding SCHD

# of Institutions

1,873

Shares Held

561M

Call Options Held

3.32M

Put Options Held

1.16M

Sumitomo Life Insurance CO

26.8M
Shares

$739 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$717 Million
4.56% of portfolio
Raymond James Financial Inc St. Petersburg, FL

21.7M
Shares

$598 Million
0.22% of portfolio
Wealthspire Advisors, LLC New York, NY

15.1M
Shares

$417 Million
4.17% of portfolio
Commonwealth Equity Services, LLC

13.1M
Shares

$362 Million
0.52% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
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