Global Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Global Wealth Management, LLC
- $148 Billion
- Q3 2024
A detailed history of Global Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Wealth Management, LLC holds 230,897 shares of SCHD stock, worth $6.49 Million. This represents 13.2% of its overall portfolio holdings.
Number of Shares
230,897Holding current value
$6.49 Million% of portfolio
13.2%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,698Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$260 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$232 Million4.66% of portfolio