Gerber, LLC Schwab Strategic Tr Us Dividen Transaction History
Gerber, LLC
- $136 Billion
- Q3 2024
A detailed history of Gerber, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gerber, LLC holds 3,016 shares of SCHD stock, worth $84,960. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,016
Previous 3,798
20.59%
Holding current value
$84,960
Previous $295 Million
13.68%
% of portfolio
0.19%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,700Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio