Eagle Rock Investment Company, LLC Schwab Strategic Tr Us Dividen Transaction History
Eagle Rock Investment Company, LLC
- $585 Million
- Q4 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 10,350 shares of SCHD stock, worth $288,040. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,350
Previous 3,436
201.22%
Holding current value
$288,040
Previous $290,000
2.76%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio