Sherman Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Sherman Wealth Management LLC
- $100 Billion
- Q4 2025
A detailed history of Sherman Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sherman Wealth Management LLC holds 22,697 shares of SCHD stock, worth $618,266. This represents 0.62% of its overall portfolio holdings.
Number of Shares
22,697Holding current value
$618,266% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
867MCall 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