Gerber Kawasaki Wealth & Investment Management Schwab Strategic Tr Us Dividen Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.21 Billion
- Q1 2025
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,926,141 shares of SCHD stock, worth $52.2 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
1,926,141
Previous 1,908,587
0.92%
Holding current value
$52.2 Million
Previous $52.1 Million
3.28%
% of portfolio
2.44%
Previous 2.28%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
2,005Shares Held
918MCall Options Held
4.89MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.05 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$895 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$873 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$801 Million4.98% of portfolio