Walden Wealth Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Walden Wealth Partners LLC holds 10,508 shares of SCHD stock, worth $286,237. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,508
Previous 10,508
-0.0%
Holding current value
$286,237
Previous $827 Million
1.23%
% of portfolio
0.46%
Previous 0.48%
Shares
1 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