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 $460,454. This represents 0.21% of its overall portfolio holdings.
Number of Shares
16,179Holding current value
$460,454% of portfolio
0.21%Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
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Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio