Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Glass Jacobson Investment Advisors LLC
- $277 Billion
- Q3 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 39,095 shares of SCHD stock, worth $1.06 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
39,095
Previous 40,814
4.21%
Holding current value
$1.06 Million
Previous $1.08 Billion
1.32%
% of portfolio
0.39%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
873MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio