Glassy Mountain Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Glassy Mountain Advisors, Inc.
- $284 Million
- Q3 2024
A detailed history of Glassy Mountain Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Glassy Mountain Advisors, Inc. holds 33,777 shares of SCHD stock, worth $945,418. This represents 1.0% of its overall portfolio holdings.
Number of Shares
33,777
Previous 32,505
3.91%
Holding current value
$945,418
Previous $2.53 Million
12.98%
% of portfolio
1.0%
Previous 0.94%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio