Advisor Os, LLC Schwab Strategic Tr Us Dividen Transaction History

Advisor Os, LLC

$968 Million
Q3 2024

A detailed history of Advisor Os, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advisor Os, LLC holds 2,418 shares of SCHD stock, worth $67,679. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,418

Holding current value

$67,679

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$77.02 - $85.06 $186,234 - $205,675	2,418 New	2,418 $204,000

Others Institutions Holding SCHD

# of Institutions

1,784

Shares Held

333M

Call Options Held

1.92M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$323 Million
0.45% of portfolio
Orgel Wealth Management, LLC

11.1M
Shares

$310 Million
8.18% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$258 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$250 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$238 Million
4.81% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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