Financial Gravity Asset Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Financial Gravity Asset Management, Inc.
- $506 Billion
- Q3 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 10,604 shares of SCHD stock, worth $288,852. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,604
Previous 13,738
22.81%
Holding current value
$288,852
Previous $384 Million
24.63%
% of portfolio
0.06%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio