Sky Oak Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Sky Oak Wealth, LLC
- $465 Million
- Q4 2024
A detailed history of Sky Oak Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 11,756 shares of SCHD stock, worth $334,575. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,756Holding current value
$334,575% of portfolio
0.07%Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares 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
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio