Global Financial Private Client, LLC Schwab Strategic Tr Us Dividen Transaction History
Global Financial Private Client, LLC
- $239 Billion
- Q2 2024
A detailed history of Global Financial Private Client, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Financial Private Client, LLC holds 97,777 shares of SCHD stock, worth $8.07 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
97,777
Previous 98,193
0.42%
Holding current value
$8.07 Million
Previous $7.87 Billion
3.38%
% of portfolio
3.18%
Previous 3.38%
Shares
19 transactions
Others Institutions Holding SCHD
# of Institutions
1,656Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$923 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$840 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$765 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$738 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$683 Million4.66% of portfolio