Rezny Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Rezny Wealth Management, Inc.
- $391 Million
- Q3 2024
A detailed history of Rezny Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rezny Wealth Management, Inc. holds 121,807 shares of SCHD stock, worth $3.29 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
121,807
Previous 125,052
2.59%
Holding current value
$3.29 Million
Previous $9.72 Million
5.88%
% of portfolio
2.63%
Previous 2.64%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
282MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$311 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$249 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$241 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$200 Million0.05% of portfolio