Harbour Investments, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Harbour Investments, Inc.

$3.59 Billion
Q2 2025

A detailed history of Harbour Investments, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Harbour Investments, Inc. holds 6,634 shares of SCHI stock, worth $153,975. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,634

Previous 13,799 51.92%

Holding current value

$153,975

Previous $309,000 51.46%

% of portfolio

0.0%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$21.85 - $22.76 $156,555 - $163,075	-7,165 Reduced 51.92%	6,634 $150,000
Q1 2025 May 08, 2025	SELL	$21.77 - $22.56 $4,898 - $5,076	-225 Reduced 1.6%	13,799 $309,000
Q4 2024 Feb 10, 2025	BUY	$22.02 - $46.16 $72,688 - $152,374	3,301 Added 30.78%	14,024 $309,000
Q3 2024 Nov 04, 2024	SELL	$43.73 - $46.29 $5,947 - $6,295	-136 Reduced 1.25%	10,723 $494,000
Q2 2024 Jul 26, 2024	SELL	$43.11 - $44.42 $111,439 - $114,825	-2,585 Reduced 19.23%	10,859 $478,000
Q1 2024 Jul 22, 2024	SELL	$43.87 - $44.99 $471,514 - $483,552	-10,748 Reduced 44.43%	13,444 $598,000
Q4 2023 Feb 16, 2024	BUY	$40.96 - $45.17 $113,582 - $125,256	2,773 Added 12.95%	24,192 $1.09 Million
Q3 2023 Nov 15, 2023	BUY	$42.12 - $44.19 $624,934 - $655,647	14,837 Added 225.42%	21,419 $903,000
Q2 2023 Aug 14, 2023	BUY	$43.63 - $45.06 $153,883 - $158,926	3,527 Added 115.45%	6,582 $289,000
Q1 2023 May 15, 2023	BUY	$42.99 - $45.29 $2,450 - $2,581	57 Added 1.9%	3,055 $136,000
Q4 2022 Feb 15, 2023	SELL	$40.96 - $44.32 $32,481 - $35,145	-793 Reduced 20.92%	2,998 $129,000
Q2 2022 Aug 15, 2022	SELL	$43.49 - $47.85 $24,180 - $26,604	-556 Reduced 12.79%	3,791 $169,000
Q4 2021 Feb 16, 2022	SELL	$51.18 - $52.35 $29,121 - $29,787	-569 Reduced 11.57%	4,347 $225,000
Q3 2021 Nov 15, 2021	BUY	$52.2 - $53.14 $469 - $478	9 Added 0.18%	4,916 $257,000
Q2 2021 Aug 16, 2021	SELL	$51.28 - $52.56 $872,477 - $894,255	-17,014 Reduced 77.62%	4,907 $258,000
Q1 2021 Aug 17, 2021	BUY	$51.17 - $53.57 $1.04 Million - $1.09 Million	20,361 Added 1305.19%	21,921 $1.13 Million
Q1 2021 May 12, 2021	BUY	$51.17 - $53.57 $79,825 - $83,569	1,560 New	1,560 $80,000

Others Institutions Holding SCHI

# of Institutions

246

Shares Held

50.6M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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Harbour Investments, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History