Heritage Oak Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 28, 2024	BUY	$75.81 - $80.15 $547,424 - $578,763	7,221 New	7,221 $562 Million

Others Institutions Holding SCHD

# of Institutions

1,708

Shares Held

278M

Call Options Held

1.52M

Put Options Held

741K

Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$325 Million
0.44% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.2M
Shares

$296 Million
0.15% of portfolio
Morgan Stanley New York, NY

9.27M
Shares

$270 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$260 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.27M
Shares

$241 Million
4.66% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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