Global Financial Private Client, LLC Schwab Strategic Tr Us Dividen Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q4 2024
A detailed history of Global Financial Private Client, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Financial Private Client, LLC holds 290,319 shares of SCHD stock, worth $8.13 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
290,319
Previous 97,115
198.94%
Holding current value
$8.13 Million
Previous $8.21 Billion
3.38%
% of portfolio
2.97%
Previous 3.2%
Shares
21 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