Goldstone Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Goldstone Financial Group, LLC
- $575 Billion
- Q3 2024
A detailed history of Goldstone Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 64,599 shares of SCHD stock, worth $1.82 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
64,599Holding current value
$1.82 Million% of portfolio
0.95%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$326 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$253 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$240 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$209 Million0.05% of portfolio