Harmony Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Harmony Asset Management LLC
- $239 Billion
- Q2 2024
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
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio