Gm Advisory Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Gm Advisory Group, Inc.
- $1.65 Billion
- Q3 2024
A detailed history of Gm Advisory Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gm Advisory Group, Inc. holds 49,684 shares of SCHD stock, worth $1.38 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
49,684
Previous 30,987
60.34%
Holding current value
$1.38 Million
Previous $2.41 Million
74.3%
% of portfolio
0.25%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio