Gimbal Financial Schwab Strategic Tr Us Dividen Transaction History

Gimbal Financial

$122 Billion
Q1 2024

A detailed history of Gimbal Financial transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gimbal Financial holds 2,625 shares of SCHD stock, worth $202,597. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,625

Holding current value

$202,597

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$75.25 - $80.63 $197,531 - $211,653	2,625 New	2,625 $212 Million

Others Institutions Holding SCHD

# of Institutions

1,642

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

Lpl Financial LLC Fort Mill, SC

10.8M
Shares

$837 Million
0.48% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

9.72M
Shares

$750 Million
1.08% of portfolio
Morgan Stanley New York, NY

9.15M
Shares

$706 Million
0.06% of portfolio
Avantax Advisory Services, Inc.

7.78M
Shares

$600 Million
5.64% of portfolio
Bank Of America Corp Charlotte, NC

7.2M
Shares

$556 Million
0.06% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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