Woodside Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Woodside Wealth Management LLC
- $127 Billion
- Q3 2025
A detailed history of Woodside Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Woodside Wealth Management LLC holds 108,753 shares of SCHD stock, worth $2.96 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
108,753
Previous 108,921
0.15%
Holding current value
$2.96 Million
Previous $2.89 Billion
2.86%
% of portfolio
2.34%
Previous 2.48%
Shares
3 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