Harbor Investment Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Harbor Investment Advisory, LLC
- $1.19 Billion
- Q3 2024
A detailed history of Harbor Investment Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 3,384 shares of SCHD stock, worth $91,401. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,384
Previous 2,469
37.06%
Holding current value
$91,401
Previous $191,000
49.74%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
282MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$311 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$249 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$241 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$200 Million0.05% of portfolio