Harbour Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Harbour Capital Advisors, LLC

  • $419 Million
  • Q4 2024

A detailed history of Harbour Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Harbour Capital Advisors, LLC holds 12,735 shares of SCHM stock, worth $356,325. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,735
Previous 4,245 200.0%
Holding current value
$356,325
Previous $352,000 -0.0%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 13, 2025
BUY
$27.54 - $83.04 $233,814 - $705,009
8,490 Added 200.0%
12,735 $352,000
Q2 2024

Jul 12, 2024
SELL
$75.69 - $81.19 $14,078 - $15,101
-186 Reduced 4.2%
4,245 $330,000
Q3 2023

Oct 05, 2023
SELL
$66.75 - $73.98 $38,982 - $43,204
-584 Reduced 11.65%
4,431 $299,000
Q2 2023

Jul 10, 2023
SELL
$65.29 - $71.03 $64,506 - $70,177
-988 Reduced 16.46%
5,015 $356,000
Q1 2023

Apr 19, 2023
BUY
$64.24 - $73.9 $385,632 - $443,621
6,003 New
6,003 $407,000

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Harbour Capital Advisors, LLC Portfolio

Follow Harbour Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harbour Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harbour Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email