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

Harbour Investment Management LLC

$214 Million
Q1 2025

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 26,034 shares of SCHX stock, worth $570,925. This represents 0.27% of its overall portfolio holdings.

Number of Shares

26,034

Previous 26,034 -0.0%

Holding current value

$570,925

Previous $603,000 4.81%

% of portfolio

0.27%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$22.4 - $68.28 $388,774 - $1.19 Million	17,356 Added 200.0%	26,034 $603,000
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

1,485

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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