Private Ocean, LLC Schwab Strategic Tr Us Dividen Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
A detailed history of Private Ocean, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Ocean, LLC holds 64,691 shares of SCHD stock, worth $1.82 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
64,691
Previous 33,296
94.29%
Holding current value
$1.82 Million
Previous $2.68 Million
87.41%
% of portfolio
0.47%
Previous 0.3%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,807Shares Held
399MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio