Bull Oak Capital, LLC Schwab Strategic Tr Us Dividen Transaction History
Bull Oak Capital, LLC
- $172 Million
- Q3 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 2,876 shares of SCHD stock, worth $79,981. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,876Holding current value
$79,981% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,759Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$236 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$206 Million0.05% of portfolio