Global Wealth Strategies & Associates Schwab Strategic Tr Us Dividen Transaction History
Global Wealth Strategies & Associates
- $389 Billion
- Q3 2025
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 1,599 shares of SCHD stock, worth $42,485. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,599
Previous 2,230
28.3%
Holding current value
$42,485
Previous $59.1 Million
26.15%
% of portfolio
0.01%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
2,023Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio