Gm Advisory Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Gm Advisory Group, Inc.
- $1.65 Billion
- Q3 2024
A detailed history of Gm Advisory Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gm Advisory Group, Inc. holds 49,684 shares of SCHD stock, worth $1.37 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
49,684
Previous 30,987
60.34%
Holding current value
$1.37 Million
Previous $2.41 Million
74.3%
% of portfolio
0.25%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,873Shares Held
561MCall Options Held
3.32MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio