Silver Oak Wealth Advisors Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Silver Oak Wealth Advisors Services, LLC
- $116 Billion
- Q4 2024
A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 8,270 shares of SCHD stock, worth $229,575. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,270Holding current value
$229,575% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio