Eagle Rock Investment Company, LLC Schwab Strategic Tr Us Dividen Transaction History
Eagle Rock Investment Company, LLC
- $583 Million
- Q3 2024
A detailed history of Eagle Rock Investment Company, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Eagle Rock Investment Company, LLC holds 3,436 shares of SCHD stock, worth $96,792. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,436
Previous 3,108
10.55%
Holding current value
$96,792
Previous $241,000
20.33%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,700Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio