Wisconsin Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Wisconsin Wealth Advisors, LLC
- $105 Billion
- Q3 2025
A detailed history of Wisconsin Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wisconsin Wealth Advisors, LLC holds 10,279 shares of SCHD stock, worth $279,999. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,279
Previous 25,975
60.43%
Holding current value
$279,999
Previous $688 Million
59.23%
% of portfolio
0.27%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
873MCall 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