O'Connor Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History
O'Connor Financial Group LLC
- $191 Billion
- Q4 2024
A detailed history of O'Connor Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, O'Connor Financial Group LLC holds 276,486 shares of SCHD stock, worth $7.67 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
276,486
Previous 85,182
224.58%
Holding current value
$7.67 Million
Previous $7.2 Billion
4.91%
% of portfolio
3.95%
Previous 3.78%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,880Shares Held
605MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO18.2MShares$506 Million0.42% of portfolio