Harbour Investments, Inc. Schwab Strategic Tr Us Large C Transaction History

Harbour Investments, Inc.

$3.22 Billion
Q1 2025

A detailed history of Harbour Investments, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Harbour Investments, Inc. holds 2,056,879 shares of SCHX stock, worth $48 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

2,056,879

Previous 2,059,604 0.13%

Holding current value

$48 Million

Previous $47.7 Million 4.87%

% of portfolio

1.41%

Previous 1.46%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$21.75 - $24.28 $59,268 - $66,163	-2,725 Reduced 0.13%	2,056,879 $45.4 Million
Q4 2024 Feb 10, 2025	BUY	$22.4 - $68.28 $30.5 Million - $93 Million	1,362,621 Added 195.5%	2,059,604 $47.7 Million
Q3 2024 Nov 04, 2024	BUY	$61.11 - $67.85 $662,371 - $735,426	10,839 Added 1.58%	696,983 $47.3 Million
Q2 2024 Jul 26, 2024	BUY	$58.7 - $64.78 $590,991 - $652,205	10,068 Added 1.49%	686,144 $44.1 Million
Q1 2024 Jul 22, 2024	BUY	$55.41 - $62.08 $279,986 - $313,690	5,053 Added 0.75%	676,076 $42 Million
Q4 2023 Feb 16, 2024	BUY	$48.47 - $56.6 $1.23 Million - $1.44 Million	25,363 Added 3.93%	671,023 $37.8 Million
Q3 2023 Nov 15, 2023	BUY	$50.36 - $54.21 $1.9 Million - $2.05 Million	37,779 Added 6.21%	645,660 $32.7 Million
Q2 2023 Aug 14, 2023	BUY	$47.67 - $52.37 $1.82 Million - $2 Million	38,282 Added 6.72%	607,881 $31.8 Million
Q1 2023 May 15, 2023	BUY	$44.78 - $49.41 $3.15 Million - $3.48 Million	70,377 Added 14.1%	569,599 $27.6 Million
Q4 2022 Feb 15, 2023	BUY	$42.25 - $48.16 $7.41 Million - $8.45 Million	175,356 Added 54.14%	499,222 $22.5 Million
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $7.45 Million - $9.37 Million	171,935 Added 113.17%	323,866 $14.5 Million
Q4 2021 Feb 16, 2022	BUY	$51.9 - $57.29 $695,563 - $767,800	13,402 Added 9.67%	151,931 $17.3 Million
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $459,043 - $489,515	8,910 Added 6.87%	138,529 $14.4 Million
Q2 2021 Aug 16, 2021	BUY	$48.62 - $52.01 $6.11 Million - $6.53 Million	125,598 Added 3123.55%	129,619 $13.5 Million
Q1 2021 Aug 17, 2021	BUY	$44.9 - $48.34 $177,848 - $191,474	3,961 Added 6601.67%	4,021 $386,000
Q1 2021 May 12, 2021	BUY	$44.9 - $48.34 $2,694 - $2,900	60 New	60 $6,000

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Harbour Investments, Inc. with notifications on news.

Account

Harbour Investments, Inc. Schwab Strategic Tr Us Large C Transaction History