Pine Haven Investment Counsel, Inc Schwab Strategic Tr Us Dividen Transaction History
Pine Haven Investment Counsel, Inc
- $123 Million
- Q3 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 2,718 shares of SCHD stock, worth $78,033. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,718
Previous 2,758
1.45%
Holding current value
$78,033
Previous $214,000
7.01%
% of portfolio
0.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$331 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$265 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$257 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$244 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$213 Million0.05% of portfolio