Harbour Investment Management LLC Schwab Strategic Tr Us Dividen Transaction History

Harbour Investment Management LLC

$214 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $564,318 - $1.78 Million	20,955 New	20,955 $572,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

Lpl Financial LLC Fort Mill, SC

38.8M
Shares

$1.04 Billion
0.44% of portfolio
Rakuten Investment Management, Inc. Tokyo, M0

33M
Shares

$882 Million
4.23% of portfolio
Bank Of America Corp Charlotte, NC

32.2M
Shares

$861 Million
0.07% of portfolio
Wealthspire Advisors, LLC New York, NY

29.6M
Shares

$789 Million
4.98% of portfolio
Morgan Stanley New York, NY

29.4M
Shares

$784 Million
0.06% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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