Live Oak Investment Partners Schwab Strategic Tr Us Dividen Transaction History
Live Oak Investment Partners
- $116 Million
- Q2 2024
A detailed history of Live Oak Investment Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Live Oak Investment Partners holds 1,900 shares of SCHD stock, worth $158,365. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,900
Previous 2,600
26.92%
Holding current value
$158,365
Previous $197,000
25.38%
% of portfolio
0.13%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio