Total Clarity Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Total Clarity Wealth Management, Inc.
- $354 Million
- Q3 2025
A detailed history of Total Clarity Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 117,373 shares of SCHD stock, worth $3.2 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
117,373
Previous 116,816
0.48%
Holding current value
$3.2 Million
Previous $3.1 Million
3.52%
% of portfolio
0.91%
Previous 0.94%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares 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