Glassman Wealth Services Schwab Strategic Tr Us Dividen Transaction History
Glassman Wealth Services
- $593 Million
- Q4 2024
A detailed history of Glassman Wealth Services transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Glassman Wealth Services holds 7,466 shares of SCHD stock, worth $191,652. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,466
Previous 2,202
239.06%
Holding current value
$191,652
Previous $186,000
9.14%
% of portfolio
0.03%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio