Org Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Org Partners LLC
- $588 Million
- Q3 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 90,488 shares of SCHD stock, worth $2.66 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
90,488
Previous 88,483
2.27%
Holding current value
$2.66 Million
Previous $6.88 Million
11.16%
% of portfolio
1.3%
Previous 1.07%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio