Harbor Asset Planning, Inc. Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 8,216 shares of SCHV stock, worth $238,181. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,216
Previous 8,175
0.5%
Holding current value
$238,181
Previous $226 Million
5.74%
% of portfolio
0.21%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
973Shares Held
357MCall 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, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio