Gateway Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Gateway Wealth Partners, LLC
- $386 Billion
- Q4 2024
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 12,483 shares of SCHD stock, worth $350,397. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,483
Previous 3,294
278.96%
Holding current value
$350,397
Previous $278 Million
22.46%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,807Shares Held
399MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio