Rkl Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Rkl Wealth Management LLC
- $1.12 Billion
- Q4 2024
A detailed history of Rkl Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rkl Wealth Management LLC holds 13,106 shares of SCHD stock, worth $333,416. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,106
Previous 4,599
184.97%
Holding current value
$333,416
Previous $388,000
7.73%
% of portfolio
0.03%
Previous 0.04%
Shares
31 transactions
Others Institutions Holding SCHD
# of Institutions
1,964Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio