Global Assets Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Global Assets Advisory, LLC
- $256 Billion
- Q2 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 10,367 shares of SCHD stock, worth $275,451. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,367
Previous 12,310
15.78%
Holding current value
$275,451
Previous $317 Million
11.45%
% of portfolio
0.11%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio