Guild Investment Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Guild Investment Management, Inc.
- $101 Million
- Q2 2025
A detailed history of Guild Investment Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Guild Investment Management, Inc. holds 143,110 shares of SCHD stock, worth $3.85 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
143,110
Previous 98,255
45.65%
Holding current value
$3.85 Million
Previous $2.75 Million
38.04%
% of portfolio
3.75%
Previous 3.18%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio