Harbour Investments, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Harbour Investments, Inc.
- $3.14 Billion
- Q3 2024
A detailed history of Harbour Investments, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Harbour Investments, Inc. holds 13,264 shares of SCHM stock, worth $382,268. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,264
Previous 13,402
1.03%
Holding current value
$382,268
Previous $1.04 Million
5.66%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
954Shares Held
124MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$747 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Fragasso Group Inc. Pittsburgh, PA3.35MShares$96.4 Million7.4% of portfolio