Gilliland Jeter Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Gilliland Jeter Wealth Management LLC
- $287 Billion
- Q3 2024
A detailed history of Gilliland Jeter Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 1,039 shares of SCHD stock, worth $28,136. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,039
Previous 1,039
-0.0%
Holding current value
$28,136
Previous $80.8 Million
3.69%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio