Semus Wealth Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Semus Wealth Partners LLC
- $177 Billion
- Q3 2025
A detailed history of Semus Wealth Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Semus Wealth Partners LLC holds 50,559 shares of SCHD stock, worth $1.38 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
50,559
Previous 51,033
0.93%
Holding current value
$1.38 Million
Previous $1.35 Billion
2.06%
% of portfolio
0.78%
Previous 0.88%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
2,059Shares 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