Safe Harbor Fiduciary, LLC Schwab Strategic Tr Us Dividen Transaction History
Safe Harbor Fiduciary, LLC
- $98.1 Billion
- Q4 2024
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 $999. This represents 0.0% of its overall portfolio holdings.
Number of Shares
36
Previous 19
89.47%
Holding current value
$999
Previous $1.61 Million
38.73%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio