Harbor Advisory Corp Schwab Strategic Tr Us Dividen Transaction History
Harbor Advisory Corp
- $313 Million
- Q2 2025
A detailed history of Harbor Advisory Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Harbor Advisory Corp holds 10,227 shares of SCHD stock, worth $271,731. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,227
Previous 10,227
-0.0%
Holding current value
$271,731
Previous $285,000
4.91%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,023Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio