Eagle Rock Investment Company, LLC Schwab Strategic Tr Us Dividen Transaction History
Eagle Rock Investment Company, LLC
- $583 Million
- Q3 2024
A detailed history of Eagle Rock Investment Company, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Eagle Rock Investment Company, LLC holds 3,436 shares of SCHD stock, worth $98,372. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,436
Previous 3,108
10.55%
Holding current value
$98,372
Previous $241,000
20.33%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio