Wood Tarver Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Wood Tarver Financial Group, LLC
- $339 Million
- Q3 2025
A detailed history of Wood Tarver Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 31,464 shares of SCHD stock, worth $857,079. This represents 0.25% of its overall portfolio holdings.
Number of Shares
31,464
Previous 32,351
2.74%
Holding current value
$857,079
Previous $857,000
0.12%
% of portfolio
0.25%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,065Shares Held
866MCall 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