A detailed history of Harmony Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Harmony Asset Management LLC holds 3,374 shares of SCHD stock, worth $279,063. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,374
Previous 3,574 5.6%
Holding current value
$279,063
Previous $288 Million 8.96%
% of portfolio
0.11%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$75.81 - $80.15 $15,162 - $16,030
-200 Reduced 5.6%
3,374 $262 Million
Q1 2024

May 14, 2024

BUY
$75.25 - $80.63 $67,499 - $72,325
897 Added 33.51%
3,574 $288 Million
Q4 2023

Feb 08, 2024

BUY
$66.9 - $76.32 $179,091 - $204,308
2,677 New
2,677 $204 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Harmony Asset Management LLC Portfolio

Follow Harmony Asset Management 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 Harmony Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harmony Asset Management LLC with notifications on news.