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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

SELL
$24.32 - $27.87 $47,253 - $54,151
-1,943 Reduced 15.78%
10,367 $280 Million
Q1 2025

Apr 23, 2025

BUY
$27.01 - $28.54 $332,493 - $351,327
12,310 New
12,310 $317 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Global Assets Advisory, LLC Portfolio

Follow Global Assets Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Assets Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Assets Advisory, LLC with notifications on news.