Global Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Global Wealth Management, LLC
- $148 Billion
- Q3 2024
A detailed history of Global Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Wealth Management, LLC holds 230,897 shares of SCHD stock, worth $6.37 Million. This represents 13.2% of its overall portfolio holdings.
Number of Shares
230,897Holding current value
$6.37 Million% of portfolio
13.2%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
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Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio