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 $359,798. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,738
Previous 318
4220.13%
Holding current value
$359,798
Previous $24.7 Million
1453.31%
% of portfolio
0.08%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
885MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$865 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$774 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$769 Million0.06% of portfolio