Global Strategic Investment Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History
Global Strategic Investment Solutions, LLC
- $804 Million
- Q1 2024
A detailed history of Global Strategic Investment Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Strategic Investment Solutions, LLC holds 72,938 shares of SCHD stock, worth $5.62 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
72,938
Previous 72,938
-0.0%
Holding current value
$5.62 Million
Previous $5.55 Million
5.91%
% of portfolio
0.73%
Previous 0.74%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
1,645Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$835 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$704 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$599 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$555 Million0.06% of portfolio