Harbor Investment Advisory, LLC Schwab Strategic Tr Us Small C Transaction History
Harbor Investment Advisory, LLC
- $1.4 Billion
- Q3 2025
A detailed history of Harbor Investment Advisory, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 4,761 shares of SCHA stock, worth $130,594. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,761
Previous 4,160
14.45%
Holding current value
$130,594
Previous $105,000
25.71%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,324Shares Held
261MCall 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