Gm Advisory Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Gm Advisory Group, Inc.
- $1.82 Billion
- Q1 2025
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 192,581 shares of SCHD stock, worth $5.04 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
192,581
Previous 179,364
7.37%
Holding current value
$5.04 Million
Previous $4.9 Million
9.88%
% of portfolio
0.3%
Previous 0.27%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,997Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio