Harbor Asset Planning, Inc. Schwab Strategic Tr Us Large C Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 162,915 shares of SCHG stock, worth $5.26 Million. This represents 4.65% of its overall portfolio holdings.
Number of Shares
162,915
Previous 160,643
1.41%
Holding current value
$5.26 Million
Previous $4.69 Billion
10.79%
% of portfolio
4.65%
Previous 4.48%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,683Shares Held
854MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio