O'Rourke & Company, Inc Schwab Strategic Tr Us Dividen Transaction History
O'Rourke & Company, Inc
- $196 Million
- Q3 2024
A detailed history of O'Rourke & Company, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, O'Rourke & Company, Inc holds 6,738 shares of SCHD stock, worth $188,596. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,738
Previous 6,372
5.74%
Holding current value
$188,596
Previous $495,000
14.95%
% of portfolio
0.29%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio