Pine Haven Investment Counsel, Inc Schwab Strategic Tr Us Dividen Transaction History
Pine Haven Investment Counsel, Inc
- $120 Million
- Q4 2024
A detailed history of Pine Haven Investment Counsel, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pine Haven Investment Counsel, Inc holds 11,644 shares of SCHD stock, worth $326,148. This represents 0.27% of its overall portfolio holdings.
Number of Shares
11,644
Previous 2,718
328.4%
Holding current value
$326,148
Previous $229,000
38.86%
% of portfolio
0.27%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio