Live Oak Investment Partners Schwab Strategic Tr Us Dividen Transaction History
Live Oak Investment Partners
- $123 Million
- Q3 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 1,900 shares of SCHD stock, worth $52,744. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,900
Previous 1,900
-0.0%
Holding current value
$52,744
Previous $147,000
8.84%
% of portfolio
0.13%
Previous 0.13%
Shares
2 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
-
Lpl Financial LLC Fort Mill, SC11.5MShares$320 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$307 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$256 Million0.06% of portfolio