Goldstone Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Goldstone Financial Group, LLC
- $575 Billion
- Q3 2024
A detailed history of Goldstone Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 64,599 shares of SCHD stock, worth $1.77 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
64,599Holding current value
$1.77 Million% of portfolio
0.95%Shares
1 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