Org Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Org Partners LLC
- $689 Million
- Q4 2024
A detailed history of Org Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Org Partners LLC holds 270,934 shares of SCHD stock, worth $7.52 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
270,934
Previous 90,488
199.41%
Holding current value
$7.52 Million
Previous $7.65 Million
3.23%
% of portfolio
1.07%
Previous 1.3%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio