Olio Financial Planning Schwab Strategic Tr Us Dividen Transaction History
Olio Financial Planning
- $250 Million
- Q2 2024
A detailed history of Olio Financial Planning transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Olio Financial Planning holds 51,453 shares of SCHD stock, worth $4.26 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
51,453
Previous 51,453
-0.0%
Holding current value
$4.26 Million
Previous $4.15 Million
3.57%
% of portfolio
1.6%
Previous 1.66%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio