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 $42,939. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,463
Previous 5,439
73.1%
Holding current value
$42,939
Previous $422,000
70.85%
% of portfolio
0.03%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio