Gradient Investments LLC Schwab Strategic Tr Us Dividen Transaction History
Gradient Investments LLC
- $3.55 Billion
- Q1 2024
A detailed history of Gradient Investments LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gradient Investments LLC holds 17,589 shares of SCHD stock, worth $1.36 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,589
Previous 19,429
9.47%
Holding current value
$1.36 Million
Previous $1.48 Million
4.12%
% of portfolio
0.04%
Previous 0.04%
Shares
24 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio