Regimen Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Regimen Wealth, LLC
- $337 Billion
- Q3 2025
A detailed history of Regimen Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Regimen Wealth, LLC holds 724,049 shares of SCHD stock, worth $19.7 Million. This represents 5.87% of its overall portfolio holdings.
Number of Shares
724,049
Previous 722,339
0.24%
Holding current value
$19.7 Million
Previous $19.1 Billion
3.23%
% of portfolio
5.87%
Previous 5.94%
Shares
12 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