Assetmark, Inc Schwab Strategic Tr Us Dividen Transaction History
Assetmark, Inc
- $36.4 Billion
- Q4 2024
A detailed history of Assetmark, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Assetmark, Inc holds 1,210,155 shares of SCHD stock, worth $31.1 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,210,155
Previous 405,024
198.79%
Holding current value
$31.1 Million
Previous $34.2 Million
3.43%
% of portfolio
0.09%
Previous 0.1%
Shares
28 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio