Global Wealth Strategies & Associates Schwab Strategic Tr Us Dividen Transaction History
Global Wealth Strategies & Associates
- $320 Billion
- Q4 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 2,230 shares of SCHD stock, worth $61,191. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,230
Previous 710
214.08%
Holding current value
$61,191
Previous $60 Million
1.51%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,763Shares Held
277MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$316 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$253 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$245 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$233 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$203 Million0.05% of portfolio