Surience Private Wealth LLC Schwab Strategic Tr Us Dividen Transaction History
Surience Private Wealth LLC
- $92.6 Million
- Q4 2025
A detailed history of Surience Private Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Surience Private Wealth LLC holds 428,701 shares of SCHD stock, worth $11.7 Million. This represents 12.6% of its overall portfolio holdings.
Number of Shares
428,701Holding current value
$11.7 Million% of portfolio
12.6%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,060Shares Held
865MCall 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