Gpm Growth Investors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Gpm Growth Investors, Inc.
- $225 Million
- Q2 2024
A detailed history of Gpm Growth Investors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gpm Growth Investors, Inc. holds 36,711 shares of SCHD stock, worth $3.11 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
36,711
Previous 41,383
11.29%
Holding current value
$3.11 Million
Previous $3.15 Million
9.4%
% of portfolio
1.27%
Previous 1.55%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,661Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio