Harbor Investment Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Harbor Investment Advisory, LLC

$1.46 Billion
Q4 2025

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 14,432 shares of SCHD stock, worth $393,127. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,432

Previous 14,432 -0.0%

Holding current value

$393,127

Previous $393,000 -0.0%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$26.38 - $27.95 $10,815 - $11,459	410 Added 2.92%	14,432 $393,000
Q2 2025 Jul 01, 2025	BUY	$24.32 - $27.87 $23,468 - $26,894	965 Added 7.39%	14,022 $370,000
Q1 2025 Apr 09, 2025	BUY	$27.01 - $28.54 $73,656 - $77,828	2,727 Added 26.4%	13,057 $360,000
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $187,055 - $590,062	6,946 Added 205.26%	10,330 $282,000
Q3 2024 Oct 04, 2024	BUY	$77.02 - $85.06 $70,473 - $77,829	915 Added 37.06%	3,384 $286,000

Q2 2024 Jul 19, 2024	BUY	$75.81 - $80.15 $22,818 - $24,125	301 Added 13.88%	2,469 $191,000
Q1 2024 Apr 12, 2024	BUY	$75.25 - $80.63 $28,670 - $30,720	381 Added 21.32%	2,168 $174,000
Q4 2023 Jan 26, 2024	BUY	$66.9 - $76.32 $83,758 - $95,552	1,252 Added 234.02%	1,787 $136,000
Q1 2020 May 11, 2020	BUY	$39.5 - $59.28 $18,288 - $27,446	463 Added 643.06%	535 $24,000
Q4 2019 Jan 16, 2020	BUY	$52.87 - $58.15 $3,806 - $4,186	72 New	72 $4,000

Others Institutions Holding SCHD

# of Institutions

2,065

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Harbor Investment Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History