Global Assets Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Global Assets Advisory, LLC
- $336 Billion
- Q3 2025
A detailed history of Global Assets Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Assets Advisory, LLC holds 12,125 shares of SCHD stock, worth $330,285. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,125
Previous 10,367
16.96%
Holding current value
$330,285
Previous $280 Million
18.04%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,059Shares 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