Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q1 2025
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 49,741 shares of SCHD stock, worth $1.33 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
49,741
Previous 49,741
-0.0%
Holding current value
$1.33 Million
Previous $1.36 Billion
-0.0%
% of portfolio
0.45%
Previous 0.45%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$882 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$861 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$784 Million0.06% of portfolio