Ogorek Anthony Joseph Schwab Strategic Tr Us Dividen Transaction History
Ogorek Anthony Joseph
- $314 Million
- Q4 2024
A detailed history of Ogorek Anthony Joseph transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ogorek Anthony Joseph holds 3,228 shares of SCHD stock, worth $90,609. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,228
Previous 1,066
202.81%
Holding current value
$90,609
Previous $90,000
2.22%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,803Shares Held
391MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio