Sendero Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Sendero Wealth Management, LLC
- $648 Million
- Q1 2025
A detailed history of Sendero Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 323,463 shares of SCHD stock, worth $8.92 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
323,463
Previous 301,260
7.37%
Holding current value
$8.92 Million
Previous $8.23 Million
8.4%
% of portfolio
1.38%
Previous 1.31%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,953Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio