Olio Financial Planning Schwab Strategic Tr Us Dividen Transaction History
Olio Financial Planning
- $284 Million
- Q4 2024
A detailed history of Olio Financial Planning transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Olio Financial Planning holds 164,378 shares of SCHD stock, worth $4.53 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
164,378
Previous 51,453
219.47%
Holding current value
$4.53 Million
Previous $4.35 Million
3.24%
% of portfolio
1.58%
Previous 1.63%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio