Redwood Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Redwood Wealth Management Group, LLC
- $236 Billion
- Q3 2025
A detailed history of Redwood Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Redwood Wealth Management Group, LLC holds 7,400 shares of SCHD stock, worth $201,576. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,400
Previous 7,700
3.9%
Holding current value
$201,576
Previous $204 Million
0.99%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares 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