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 $284,208. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,227
Previous 3,409
200.0%
Holding current value
$284,208
Previous $288,000
3.13%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio