Financial Guidance Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Financial Guidance Group, Inc.
- $141 Million
- Q1 2024
A detailed history of Financial Guidance Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Guidance Group, Inc. holds 236,825 shares of SCHD stock, worth $18.3 Million. This represents 13.55% of its overall portfolio holdings.
Number of Shares
236,825
Previous 234,460
1.01%
Holding current value
$18.3 Million
Previous $17.8 Million
6.98%
% of portfolio
13.55%
Previous 12.75%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio