Gemmer Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Gemmer Asset Management LLC
- $969 Million
- Q3 2024
A detailed history of Gemmer Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gemmer Asset Management LLC holds 7,495 shares of SCHD stock, worth $219,978. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,495
Previous 7,352
1.95%
Holding current value
$219,978
Previous $571,000
10.86%
% of portfolio
0.07%
Previous 0.06%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio