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 $52,402. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,900
Previous 1,900
-0.0%
Holding current value
$52,402
Previous $147,000
8.84%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio