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 $404,558. This represents 0.16% of its overall portfolio holdings.

Number of Shares
14,215
Previous 4,601 208.95%
Holding current value
$404,558
Previous $389 Million 0.16%
% of portfolio
0.16%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,945
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
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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