Financial Gravity Asset Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Financial Gravity Asset Management, Inc.
- $459 Billion
- Q1 2025
A detailed history of Financial Gravity Asset Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 13,738 shares of SCHD stock, worth $365,018. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,738
Previous 318
4220.13%
Holding current value
$365,018
Previous $24.7 Million
1453.31%
% of portfolio
0.08%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,020Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio