Pine Haven Investment Counsel, Inc Schwab Strategic Tr Us Dividen Transaction History
Pine Haven Investment Counsel, Inc
- $117 Million
- Q1 2025
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 12,464 shares of SCHD stock, worth $316,834. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,464
Previous 11,644
7.04%
Holding current value
$316,834
Previous $318,000
7.86%
% of portfolio
0.29%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio