Owen La Rue, LLC Schwab Strategic Tr Us Dividen Transaction History
Owen La Rue, LLC
- $148 Million
- Q2 2024
A detailed history of Owen La Rue, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Owen La Rue, LLC holds 5,278 shares of SCHD stock, worth $446,782. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,278
Previous 5,549
4.88%
Holding current value
$446,782
Previous $447,000
8.28%
% of portfolio
0.28%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio