Live Oak Investment Partners Schwab Strategic Tr Us Broad M Transaction History
Live Oak Investment Partners
- $123 Million
- Q3 2024
A detailed history of Live Oak Investment Partners transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Live Oak Investment Partners holds 5,276 shares of SCHB stock, worth $123,300. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,276
Previous 5,276
-0.0%
Holding current value
$123,300
Previous $331,000
5.74%
% of portfolio
0.28%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,196Shares Held
256MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio