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 $283,901. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,227
Previous 3,409 200.0%
Holding current value
$283,901
Previous $288,000 3.13%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$26.93 - $84.95 $183,608 - $579,189
6,818 Added 200.0%
10,227 $279,000
Q2 2023

Aug 03, 2023
SELL
$69.18 - $73.94 $15,357 - $16,414
-222 Reduced 6.11%
3,409 $247,000
Q3 2021

Nov 12, 2021
BUY
$74.23 - $78.13 $3,859 - $4,062
52 Added 1.45%
3,631 $270,000
Q1 2021

May 13, 2021
BUY
$63.23 - $73.67 $226,300 - $263,664
3,579 New
3,579 $261,000

Others Institutions Holding SCHD

# of Institutions
1,948
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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