Wernau Asset Management Inc. Schwab Strategic Tr Us Dividen Transaction History
Wernau Asset Management Inc.
- $147 Billion
- Q3 2025
A detailed history of Wernau Asset Management Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wernau Asset Management Inc. holds 31,209 shares of SCHD stock, worth $850,133. This represents 0.58% of its overall portfolio holdings.
Number of Shares
31,209
Previous 31,209
-0.0%
Holding current value
$850,133
Previous $873 Million
2.36%
% of portfolio
0.58%
Previous 0.68%
Shares
1 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