Gateway Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Gateway Wealth Partners, LLC
- $386 Billion
- Q4 2024
A detailed history of Gateway Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 12,483 shares of SCHD stock, worth $356,264. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,483
Previous 3,294
278.96%
Holding current value
$356,264
Previous $278 Million
22.46%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio