A detailed history of Live Oak Investment Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Live Oak Investment Partners holds 1,900 shares of SCHD stock, worth $157,149. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,900
Previous 2,600 26.92%
Holding current value
$157,149
Previous $197,000 25.38%
% of portfolio
0.13%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$75.81 - $80.15 $53,067 - $56,105
-700 Reduced 26.92%
1,900 $147,000
Q4 2022

Feb 15, 2023

BUY
$73.08 - $79.06 $190,008 - $205,556
2,600 New
2,600 $196,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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