Harbour Investment Management LLC Schwab Strategic Tr Us Large C Transaction History

Harbour Investment Management LLC

  • $224 Million
  • Q3 2024

A detailed history of Harbour Investment Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Harbour Investment Management LLC holds 8,678 shares of SCHX stock, worth $201,329. This represents 0.26% of its overall portfolio holdings.

Number of Shares
8,678
Previous 8,678 -0.0%
Holding current value
$201,329
Previous $557,000 5.57%
% of portfolio
0.26%
Previous 0.26%

Shares

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

May 08, 2024
BUY
$55.41 - $62.08 $169,554 - $189,964
3,060 Added 54.47%
8,678 $538,000
Q3 2022

Nov 15, 2022
BUY
$42.35 - $51.01 $20,751 - $24,994
490 Added 9.56%
5,618 $238,000
Q2 2022

Aug 15, 2022
BUY
$43.35 - $54.51 $17,773 - $22,349
410 Added 8.69%
5,128 $229,000
Q1 2022

May 16, 2022
BUY
$49.51 - $57.27 $116,794 - $135,099
2,359 Added 100.0%
4,718 $254,000
Q4 2020

Feb 08, 2021
BUY
$39.35 - $45.48 $92,826 - $107,287
2,359 New
2,359 $215,000

Others Institutions Holding SCHX

# of Institutions
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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