Gimbal Financial Schwab Strategic Tr Us Dividen Transaction History
Gimbal Financial
- $154 Billion
- Q3 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 $219,161. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,875
Previous 2,625
200.0%
Holding current value
$219,161
Previous $207 Million
7.83%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio