Gimbal Financial Schwab Strategic Tr Us Dividen Transaction History
Gimbal Financial
- $122 Billion
- Q4 2024
A detailed history of Gimbal Financial transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gimbal Financial holds 7,875 shares of SCHD stock, worth $219,161. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,875
Previous 7,875
-0.0%
Holding current value
$219,161
Previous $223 Million
3.57%
% of portfolio
0.18%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,829Shares Held
439MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$421 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio