Harbour Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Harbour Capital Advisors, LLC

  • $419 Million
  • Q4 2024

A detailed history of Harbour Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Harbour Capital Advisors, LLC holds 12,735 shares of SCHM stock, worth $368,550. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,735
Previous 4,245 200.0%
Holding current value
$368,550
Previous $352,000 -0.0%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$27.54 - $83.04 $233,814 - $705,009
8,490 Added 200.0%
12,735 $352,000
Q2 2024

Jul 12, 2024
SELL
$75.69 - $81.19 $14,078 - $15,101
-186 Reduced 4.2%
4,245 $330,000
Q3 2023

Oct 05, 2023
SELL
$66.75 - $73.98 $38,982 - $43,204
-584 Reduced 11.65%
4,431 $299,000
Q2 2023

Jul 10, 2023
SELL
$65.29 - $71.03 $64,506 - $70,177
-988 Reduced 16.46%
5,015 $356,000
Q1 2023

Apr 19, 2023
BUY
$64.24 - $73.9 $385,632 - $443,621
6,003 New
6,003 $407,000

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
149M
Call Options Held
8.1K
Put Options Held
3.6K
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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