Global Wealth Management Investment Advisory, Inc. Schwab Strategic Tr Us Dividen Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$69.18 - $73.94 $15,496 - $16,562	224 New	224 $16,000
Q2 2020 Aug 12, 2020	SELL	$43.56 - $56.5 $42,950 - $55,709	-986 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$39.5 - $59.28 $38,947 - $58,450	986 New	986 $44,000

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$312 Million
0.45% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$250 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$242 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$230 Million
4.81% of portfolio
Bank Of America Corp Charlotte, NC

7.41M
Shares

$201 Million
0.05% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account