Gerber Kawasaki Wealth & Investment Management Schwab Strategic Tr Us Dividen Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.28 Billion
- Q4 2024
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,908,587 shares of SCHD stock, worth $48.6 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
1,908,587
Previous 632,126
201.93%
Holding current value
$48.6 Million
Previous $53.4 Million
2.42%
% of portfolio
2.28%
Previous 2.47%
Shares
20 transactions
Others Institutions Holding SCHD
# of Institutions
1,964Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio