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 $65,479. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,418

Holding current value

$65,479

% 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

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$312 Million
0.45% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$250 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$242 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$230 Million
4.81% of portfolio
Bank Of America Corp Charlotte, NC

7.41M
Shares

$201 Million
0.05% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Os, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Os, LLC with notifications on news.

Account