Pine Harbor Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Pine Harbor Wealth Management, LLC

  • $284 Billion
  • Q2 2025

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 12,994 shares of SCHD stock, worth $356,165. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,994
Previous 14,215 8.59%
Holding current value
$356,165
Previous $397 Million 13.36%
% of portfolio
0.12%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$24.32 - $27.87 $29,694 - $34,029
-1,221 Reduced 8.59%
12,994 $344 Million
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $258,905 - $816,709
9,614 Added 208.95%
14,215 $388 Million
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $354,369 - $391,361
4,601 New
4,601 $389 Million

Others Institutions Holding SCHD

# of Institutions
2,015
Shares Held
890M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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