Gray Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History
Gray Wealth Management Inc.
- $261 Million
- Q4 2024
A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gray Wealth Management Inc. holds 17,741 shares of SCHD stock, worth $484,151. This represents 0.19% of its overall portfolio holdings.
Number of Shares
17,741
Previous 10,579
67.7%
Holding current value
$484,151
Previous $894,000
45.86%
% of portfolio
0.19%
Previous 0.36%
Shares
20 transactions
Others Institutions Holding SCHD
# of Institutions
1,947Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.35 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$991 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$777 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$732 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$710 Million4.56% of portfolio