A detailed history of Harbor Investment Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 75 shares of SCHV stock, worth $5,550. This represents 0.0% of its overall portfolio holdings.

Number of Shares
75
Previous 75 -0.0%
Holding current value
$5,550
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024

SELL
$61.16 - $70.24 $7,155 - $8,218
-117 Reduced 60.94%
75 $5,000
Q3 2023

Oct 13, 2023

SELL
$64.45 - $69.39 $4,189 - $4,510
-65 Reduced 25.29%
192 $12,000
Q4 2021

Jan 10, 2022

BUY
N/A
182 Added 242.67%
257 $19,000
Q2 2021

Jul 27, 2021

SELL
N/A
-43 Reduced 36.44%
75 $5,000
Q3 2020

Oct 23, 2020

BUY
N/A
43 Added 57.33%
118 $6,000
Q4 2019

Jan 16, 2020

BUY
N/A
75 New
75 $5,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Harbor Investment Advisory, LLC Portfolio

Follow Harbor Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harbor Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harbor Investment Advisory, LLC with notifications on news.