Game Plan Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Game Plan Financial Advisors, LLC
- $170 Million
- Q1 2024
A detailed history of Game Plan Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Game Plan Financial Advisors, LLC holds 46,178 shares of SCHD stock, worth $3.59 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
46,178
Previous 46,072
0.23%
Holding current value
$3.59 Million
Previous $3.51 Million
6.16%
% of portfolio
2.18%
Previous 2.6%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$843 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$756 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$711 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$560 Million0.06% of portfolio