Sarver Vrooman Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History
Sarver Vrooman Wealth Advisors
- $156 Billion
- Q3 2025
A detailed history of Sarver Vrooman Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sarver Vrooman Wealth Advisors holds 1,643,783 shares of SCHD stock, worth $44.8 Million. This represents 28.84% of its overall portfolio holdings.
Number of Shares
1,643,783
Previous 1,646,711
0.18%
Holding current value
$44.8 Million
Previous $43.6 Billion
2.84%
% of portfolio
28.84%
Previous 29.0%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
873MCall 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