Bull Oak Capital, LLC Schwab Strategic Tr Us Dividen Transaction History

Bull Oak Capital, LLC

  • $173 Million
  • Q4 2024

A detailed history of Bull Oak Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bull Oak Capital, LLC holds 8,102 shares of SCHD stock, worth $228,557. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,102
Previous 2,876 181.71%
Holding current value
$228,557
Previous $243,000 9.05%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $140,736 - $443,948
5,226 Added 181.71%
8,102 $221,000
Q3 2024

Oct 23, 2024
BUY
$77.02 - $85.06 $221,509 - $244,632
2,876 New
2,876 $243,000

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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