Tyler Stone Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Tyler Stone Wealth Management
- $580 Million
- Q2 2025
A detailed history of Tyler Stone Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tyler Stone Wealth Management holds 111,076 shares of SCHD stock, worth $3.03 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
111,076
Previous 101,882
9.02%
Holding current value
$3.03 Million
Previous $2.85 Million
3.34%
% of portfolio
0.51%
Previous 0.54%
Shares
13 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