Global Wealth Strategies & Associates Schwab Strategic Tr Us Dividen Transaction History
Global Wealth Strategies & Associates
- $304 Billion
- Q3 2024
A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 710 shares of SCHD stock, worth $19,581. This represents 0.02% of its overall portfolio holdings.
Number of Shares
710
Previous 710
-0.0%
Holding current value
$19,581
Previous $55.2 Million
8.7%
% of portfolio
0.02%
Previous 0.02%
Shares
4 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
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio