Garden State Investment Advisory Services LLC Schwab Strategic Tr Us Dividen Transaction History
Garden State Investment Advisory Services LLC
- $290 Billion
- Q2 2024
A detailed history of Garden State Investment Advisory Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Garden State Investment Advisory Services LLC holds 115,959 shares of SCHD stock, worth $9.8 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
115,959
Previous 115,347
0.53%
Holding current value
$9.8 Million
Previous $9.31 Billion
2.04%
% of portfolio
3.15%
Previous 3.41%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio