Harbor Advisory Corp Schwab Strategic Tr Us Dividen Transaction History
Harbor Advisory Corp
- $304 Million
- Q4 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 10,227 shares of SCHD stock, worth $281,856. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,227
Previous 3,409
200.0%
Holding current value
$281,856
Previous $288,000
3.13%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio