Harmony Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History

Harmony Asset Management LLC

  • $238 Billion
  • Q1 2025

A detailed history of Harmony Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Harmony Asset Management LLC holds 9,231 shares of SCHD stock, worth $248,129. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,231
Previous 10,122 8.8%
Holding current value
$248,129
Previous $277 Million 6.67%
% of portfolio
0.11%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$27.01 - $28.54 $24,065 - $25,429
-891 Reduced 8.8%
9,231 $258 Million
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $178,545 - $563,218
6,630 Added 189.86%
10,122 $277 Million
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $9,088 - $10,037
118 Added 3.5%
3,492 $295 Million
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $15,162 - $16,030
-200 Reduced 5.6%
3,374 $262 Million
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $67,499 - $72,325
897 Added 33.51%
3,574 $288 Million
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $179,091 - $204,308
2,677 New
2,677 $204 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
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More about SCHD
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