Harbor Investment Advisory, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Harbor Investment Advisory, LLC
- $1.31 Billion
- Q2 2025
A detailed history of Harbor Investment Advisory, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 2,386 shares of SCHI stock, worth $54,281. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,386
Previous 2,386
-0.0%
Holding current value
$54,281
Previous $53,000
1.89%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
245Shares Held
49.3MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.37MShares$190 Million3.89% of portfolio
-
Envestnet Asset Management Inc7.34MShares$167 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC6.33MShares$144 Million0.37% of portfolio
-
Campbell Wealth Management5.68MShares$129 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.48MShares$56.4 Million0.02% of portfolio