Harbor Investment Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Harbor Investment Advisory, LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Harbor Investment Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 3,384 shares of SCHD stock, worth $96,883. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,384
Previous 2,469 37.06%
Holding current value
$96,883
Previous $191,000 49.74%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$77.02 - $85.06 $70,473 - $77,829
915 Added 37.06%
3,384 $286,000
Q2 2024

Jul 19, 2024
BUY
$75.81 - $80.15 $22,818 - $24,125
301 Added 13.88%
2,469 $191,000
Q1 2024

Apr 12, 2024
BUY
$75.25 - $80.63 $28,670 - $30,720
381 Added 21.32%
2,168 $174,000
Q4 2023

Jan 26, 2024
BUY
$66.9 - $76.32 $83,758 - $95,552
1,252 Added 234.02%
1,787 $136,000
Q1 2020

May 11, 2020
BUY
$39.5 - $59.28 $18,288 - $27,446
463 Added 643.06%
535 $24,000
Q4 2019

Jan 16, 2020
BUY
$52.87 - $58.15 $3,806 - $4,186
72 New
72 $4,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Harbor Investment Advisory, LLC Portfolio

Follow Harbor Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harbor Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harbor Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email