Harbor Asset Planning, Inc. Schwab Strategic Tr Us Small C Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 2,173 shares of SCHA stock, worth $59,605. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,173
Previous 2,167
0.28%
Holding current value
$59,605
Previous $54.8 Million
10.63%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,325Shares Held
260MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio