Pine Harbor Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Pine Harbor Wealth Management, LLC
- $248 Billion
- Q4 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 14,215 shares of SCHD stock, worth $405,696. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,215
Previous 4,601
208.95%
Holding current value
$405,696
Previous $389 Million
0.16%
% of portfolio
0.16%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio