Gratus Capital LLC Schwab Strategic Tr Us Dividen Transaction History
Gratus Capital LLC
- $2.39 Billion
- Q2 2024
A detailed history of Gratus Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gratus Capital LLC holds 37,954 shares of SCHD stock, worth $1.08 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
37,954
Previous 39,507
3.93%
Holding current value
$1.08 Million
Previous $3.19 Million
7.35%
% of portfolio
0.12%
Previous 0.15%
Shares
23 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio