Glassy Mountain Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Glassy Mountain Advisors, Inc.
- $275 Million
- Q1 2025
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 113,828 shares of SCHD stock, worth $2.94 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
113,828
Previous 110,704
2.82%
Holding current value
$2.94 Million
Previous $3.02 Million
5.22%
% of portfolio
1.16%
Previous 1.06%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,975Shares Held
840MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.27.6MShares$714 Million4.82% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio