Gateway Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Gateway Wealth Partners, LLC
- $445 Billion
- Q1 2025
A detailed history of Gateway Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 12,883 shares of SCHD stock, worth $337,148. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,883
Previous 12,483
3.2%
Holding current value
$337,148
Previous $341 Million
5.62%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
888MCall 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$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio