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

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 16,179 shares of SCHD stock, worth $447,187. This represents 0.21% of its overall portfolio holdings.

Number of Shares
16,179
Holding current value
$447,187
% of portfolio
0.21%

Shares

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

Feb 05, 2025
BUY
$26.93 - $84.95 $435,700 - $1.37 Million
16,179 New
16,179 $442 Million
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
1,949
Shares Held
833M
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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