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 $91,638. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,384
Previous 2,469
37.06%
Holding current value
$91,638
Previous $191,000
49.74%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio