Harbor Investment Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Harbor Investment Advisory, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Harbor Investment Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 225 shares of SCHV stock, worth $6,131. This represents 0.0% of its overall portfolio holdings.

Number of Shares
225
Previous 75 200.0%
Holding current value
$6,131
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$25.79 - $80.4 $3,868 - $12,060
150 Added 200.0%
225 $5,000
Q4 2023

Jan 26, 2024
SELL
$61.16 - $70.24 $7,155 - $8,218
-117 Reduced 60.94%
75 $5,000
Q3 2023

Oct 13, 2023
SELL
$64.45 - $69.39 $4,189 - $4,510
-65 Reduced 25.29%
192 $12,000
Q4 2021

Jan 10, 2022
BUY
$67.9 - $73.3 $12,357 - $13,340
182 Added 242.67%
257 $19,000
Q2 2021

Jul 27, 2021
SELL
$65.81 - $69.75 $2,829 - $2,999
-43 Reduced 36.44%
75 $5,000
Q3 2020

Oct 23, 2020
BUY
$49.44 - $54.86 $2,125 - $2,358
43 Added 57.33%
118 $6,000
Q4 2019

Jan 16, 2020
BUY
$54.73 - $60.25 $4,104 - $4,518
75 New
75 $5,000

Others Institutions Holding SCHV

# of Institutions
849
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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