Harbor Advisory Corp Schwab Strategic Tr Us Dividen Transaction History
Harbor Advisory Corp
- $289 Million
- Q2 2024
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 3,409 shares of SCHD stock, worth $288,128. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,409
Previous 3,409
-0.0%
Holding current value
$288,128
Previous $274,000
3.28%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio