Reliant Wealth Planning Schwab Strategic Tr Us Dividen Transaction History
Reliant Wealth Planning
- $266 Million
- Q3 2025
A detailed history of Reliant Wealth Planning transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Reliant Wealth Planning holds 1,664,663 shares of SCHD stock, worth $45.3 Million. This represents 17.09% of its overall portfolio holdings.
Number of Shares
1,664,663
Previous 1,650,384
0.87%
Holding current value
$45.3 Million
Previous $43.7 Million
3.91%
% of portfolio
17.09%
Previous 19.92%
Shares
14 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