Wealth Management Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealth Management Partners, LLC
- $291 Million
- Q4 2025
A detailed history of Wealth Management Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Management Partners, LLC holds 10,907 shares of SCHD stock, worth $297,106. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,907
Previous 10,182
7.12%
Holding current value
$297,106
Previous $277,000
7.22%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
868MCall 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