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Schwab Strategic Tr shares owned by Harbour Investments

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Harbour Investments from 13F filings

Historical chart of Harbour Investments investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Harbour Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Harbour Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9k 377 26.17
2024-06-30 $8.9k 377 23.57
2024-03-31 $9.1k 377 24.26

More positions owned by Harbour Investments

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Harbour Investments

Top funds holding Schwab Strategic Tr

Summit Asset Management
Souders Financial Advisors
Envestnet Asset Management
Kohmann Bosshard Financial Services
Advisor Group Holdings
Asset Advisors Investment Management
LPL Financial
Magnolia Capital Advisors
Stifel Financial
Principle Wealth Partners
Charles Schwab Trust
Iron Financial
First Merchants Bank, National Association
LongView Wealth Management
Modern Wealth Management

View all funds holding Schwab Strategic Tr