Harbor Investment Advisory, LLC Schwab Strategic U.S. Mid Cap Transaction History

Harbor Investment Advisory, LLC

  • $1.14 Billion
  • Q1 2024

A detailed history of Harbor Investment Advisory, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 2,727 shares of SCHM stock, worth $210,878. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,727
Previous 327 733.94%
Holding current value
$210,878
Previous $24,000 825.0%
% of portfolio
0.02%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$72.89 - $81.43 $174,936 - $195,432
2,400 Added 733.94%
2,727 $222,000
Q4 2023

Jan 26, 2024
SELL
$63.01 - $75.95 $3,528 - $4,253
-56 Reduced 14.62%
327 $24,000
Q2 2020

Jul 16, 2020
SELL
N/A
-130 Reduced 25.34%
383 $20,000
Q1 2020

May 11, 2020
SELL
N/A
-212 Reduced 29.24%
513 $22,000
Q4 2019

Jan 16, 2020
BUY
N/A
725 New
725 $44,000

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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