Harbor Asset Planning, Inc. Schwab Strategic Tr Us Large C Transaction History
Harbor Asset Planning, Inc.
- $117 Billion
- Q4 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 8,263 shares of SCHV stock, worth $239,544. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,263
Previous 8,216
0.57%
Holding current value
$239,544
Previous $239 Million
2.28%
% of portfolio
0.21%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
984Shares Held
359MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL35.1MShares$1.02 Billion10.7% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio