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

Harbour Capital Advisors, LLC

$398 Million
Q1 2025

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 $346,774. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,735

Previous 12,735 -0.0%

Holding current value

$346,774

Previous $352,000 5.4%

% of portfolio

0.08%

Previous 0.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Harbour Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harbour Capital Advisors, LLC with notifications on news.

Account

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