Wade Financial Advisory, Inc Schwab Strategic Tr Us Dividen Transaction History
Wade Financial Advisory, Inc
- $292 Million
- Q1 2025
A detailed history of Wade Financial Advisory, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 12,333 shares of SCHD stock, worth $335,950. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,333
Previous 12,333
-0.0%
Holding current value
$335,950
Previous $336,000
2.38%
% of portfolio
0.12%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,064Shares Held
867MCall 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