Game Plan Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Game Plan Financial Advisors, LLC
- $204 Million
- Q3 2025
A detailed history of Game Plan Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Game Plan Financial Advisors, LLC holds 156,013 shares of SCHD stock, worth $4.25 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
156,013
Previous 157,990
1.25%
Holding current value
$4.25 Million
Previous $4.19 Million
1.74%
% of portfolio
2.09%
Previous 2.25%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio