Harmony Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Harmony Asset Management LLC
- $252 Billion
- Q4 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 10,122 shares of SCHD stock, worth $283,922. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,122
Previous 3,492
189.86%
Holding current value
$283,922
Previous $295 Million
6.32%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio