Safe Harbor Fiduciary, LLC Schwab Strategic Tr Us Dividen Transaction History
Safe Harbor Fiduciary, LLC
- $96.7 Billion
- Q1 2025
A detailed history of Safe Harbor Fiduciary, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Safe Harbor Fiduciary, LLC holds 36 shares of SCHD stock, worth $961. This represents 0.0% of its overall portfolio holdings.
Number of Shares
36
Previous 36
-0.0%
Holding current value
$961
Previous $984,000
2.34%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$882 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$861 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$784 Million0.06% of portfolio