Bull Oak Capital, LLC Schwab Strategic Tr Us Dividen Transaction History
Bull Oak Capital, LLC
- $172 Million
- Q3 2024
A detailed history of Bull Oak Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bull Oak Capital, LLC holds 2,876 shares of SCHD stock, worth $80,844. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,876Holding current value
$80,844% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,706Shares 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$261 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio