Global Wealth Strategies & Associates Schwab Strategic Tr Us Dividen Transaction History
Global Wealth Strategies & Associates
- $279 Billion
- Q2 2024
A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 710 shares of SCHD stock, worth $58,724. This represents 0.02% of its overall portfolio holdings.
Number of Shares
710
Previous 730
2.74%
Holding current value
$58,724
Previous $58.9 Million
6.2%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio