Gm Advisory Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Gm Advisory Group, Inc.
- $1.54 Billion
- Q2 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 30,987 shares of SCHD stock, worth $870,424. This represents 0.16% of its overall portfolio holdings.
Number of Shares
30,987
Previous 36,587
15.31%
Holding current value
$870,424
Previous $2.95 Million
18.34%
% of portfolio
0.16%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,698Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$260 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$232 Million4.66% of portfolio