Rvw Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Rvw Wealth, LLC
- $1.17 Billion
- Q4 2025
A detailed history of Rvw Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rvw Wealth, LLC holds 142,469 shares of SCHD stock, worth $3.88 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
142,469
Previous 155,239
8.23%
Holding current value
$3.88 Million
Previous $4.24 Million
8.45%
% of portfolio
0.33%
Previous 0.36%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
869MCall 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