Harbor Asset Planning, Inc. Schwab Strategic Tr Us Large C Transaction History
Harbor Asset Planning, Inc.
- $105 Billion
- Q2 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 96,563 shares of SCHX stock, worth $2.52 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
96,563Holding current value
$2.52 Million% of portfolio
2.25%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.38 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$937 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$873 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$859 Million9.79% of portfolio