Gsb Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Gsb Wealth Management, LLC
- $387 Million
- Q3 2024
A detailed history of Gsb Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 1,463 shares of SCHD stock, worth $41,124. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,463
Previous 5,439
73.1%
Holding current value
$41,124
Previous $422,000
70.85%
% of portfolio
0.03%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio