Live Oak Investment Partners Schwab Strategic Tr Us Dividen Transaction History

Live Oak Investment Partners

  • $126 Million
  • Q4 2024

A detailed history of Live Oak Investment Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Live Oak Investment Partners holds 5,700 shares of SCHD stock, worth $162,222. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,700
Previous 1,900 200.0%
Holding current value
$162,222
Previous $160,000 3.13%
% of portfolio
0.12%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $102,334 - $322,810
3,800 Added 200.0%
5,700 $155,000
Q2 2024

Jul 16, 2024
SELL
$75.81 - $80.15 $53,067 - $56,105
-700 Reduced 26.92%
1,900 $147,000
Q4 2022

Feb 15, 2023
BUY
$67.16 - $79.06 $174,616 - $205,556
2,600 New
2,600 $196,000

Others Institutions Holding SCHD

# of Institutions
1,944
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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