Guild Investment Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Guild Investment Management, Inc.
- $86.3 Million
- Q1 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 98,255 shares of SCHD stock, worth $2.57 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
98,255
Previous 80,830
21.56%
Holding current value
$2.57 Million
Previous $2.21 Million
24.41%
% of portfolio
3.18%
Previous 2.63%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio