Olio Financial Planning Schwab Strategic Tr Us Dividen Transaction History
Olio Financial Planning
- $288 Million
- Q1 2025
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 169,399 shares of SCHD stock, worth $4.31 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
169,399
Previous 164,378
3.05%
Holding current value
$4.31 Million
Previous $4.49 Million
4.05%
% of portfolio
1.62%
Previous 1.58%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,964Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio