Golden State Equity Partners Schwab Strategic Tr Us Dividen Transaction History
Golden State Equity Partners
- $402 Million
- Q4 2023
A detailed history of Golden State Equity Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Golden State Equity Partners holds 40,121 shares of SCHD stock, worth $3.26 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
40,121
Previous 38,725
3.6%
Holding current value
$3.26 Million
Previous $2.74 Million
11.46%
% of portfolio
0.76%
Previous 0.78%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,644Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$880 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$789 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$743 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$726 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$631 Million5.64% of portfolio