Jackson, Grant Investment Advisers, Inc. Schwab Strategic Tr Us Dividen Transaction History
Jackson, Grant Investment Advisers, Inc.
- $246 Million
- Q2 2024
A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 243 shares of SCHD stock, worth $20,569. This represents 0.01% of its overall portfolio holdings.
Number of Shares
243
Previous 240
1.25%
Holding current value
$20,569
Previous $19,000
5.26%
% of portfolio
0.01%
Previous 0.01%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio