Gimbal Financial Schwab Strategic Tr Us Dividen Transaction History
Gimbal Financial
- $122 Billion
- Q4 2024
A detailed history of Gimbal Financial transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gimbal Financial holds 7,875 shares of SCHD stock, worth $218,846. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,875
Previous 7,875
-0.0%
Holding current value
$218,846
Previous $223 Million
3.57%
% of portfolio
0.18%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio