Global Wealth Strategies & Associates Schwab Strategic Tr Us Dividen Transaction History
Global Wealth Strategies & Associates
- $330 Billion
- Q1 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 2,230 shares of SCHD stock, worth $61,503. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,230
Previous 2,230
-0.0%
Holding current value
$61,503
Previous $60.9 Million
2.34%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
849MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio