Global Financial Private Client, LLC Schwab Strategic Tr Us Dividen Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q4 2024
A detailed history of Global Financial Private Client, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Financial Private Client, LLC holds 290,319 shares of SCHD stock, worth $8.08 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
290,319
Previous 97,115
198.94%
Holding current value
$8.08 Million
Previous $8.21 Billion
3.38%
% of portfolio
2.97%
Previous 3.2%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% 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
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio