Topsail Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Topsail Wealth Management, LLC
- $591 Billion
- Q3 2025
A detailed history of Topsail Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 14,142 shares of SCHD stock, worth $385,228. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,142
Previous 14,142
-0.0%
Holding current value
$385,228
Previous $375 Million
3.02%
% of portfolio
0.07%
Previous 0.07%
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