Tidemark, LLC Schwab Strategic Tr Us Dividen Transaction History
Tidemark, LLC
- $298 Million
- Q3 2025
A detailed history of Tidemark, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tidemark, LLC holds 20,976 shares of SCHD stock, worth $571,386. This represents 0.19% of its overall portfolio holdings.
Number of Shares
20,976
Previous 20,976
-0.0%
Holding current value
$571,386
Previous $555,000
3.06%
% of portfolio
0.19%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares Held
872MCall 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