Jmg Financial Group, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Jmg Financial Group, Ltd.
- $2.83 Billion
- Q3 2024
A detailed history of Jmg Financial Group, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 13,099 shares of SCHD stock, worth $375,024. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,099
Previous 13,334
1.76%
Holding current value
$375,024
Previous $1.04 Million
6.85%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio