Charter Oak Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,833Shares Held
460MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$420 Million4.17% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$320 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$307 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$256 Million0.06% of portfolio