Harmony Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History

Harmony Asset Management LLC

  • $272 Billion
  • Q3 2024

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 3,492 shares of SCHD stock, worth $95,296. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,492
Previous 3,374 3.5%
Holding current value
$95,296
Previous $262 Million 12.51%
% of portfolio
0.11%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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