Harmony Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Harmony Asset Management LLC
- $290 Billion
- Q3 2025
A detailed history of Harmony Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Harmony Asset Management LLC holds 9,231 shares of SCHD stock, worth $251,452. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,231
Previous 9,231
-0.0%
Holding current value
$251,452
Previous $245 Million
3.02%
% of portfolio
0.09%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio