Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q4 2024
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 $1.4 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
49,741
Previous 17,250
188.35%
Holding current value
$1.4 Million
Previous $1.46 Billion
6.81%
% of portfolio
0.45%
Previous 0.48%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio