Harbour Investments »

Schwab Strategic Tr shares owned by Harbour Investments

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Harbour Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $306k 12k 25.76
2025-09-30 $280k 11k 25.61
2025-06-30 $233k 9.3k 25.18
2025-03-31 $117k 4.6k 25.37
2024-12-31 $13k 504 25.68

More positions owned by Harbour Investments

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYM)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)

View all positions for Harbour Investments

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Jpmorgan Chase & Co
Pallas Capital Advisors
Fort Point Capital Partners
United Capital Financial Advisers
Wedmont Private Capital
Wealth Enhancement Advisory Services
Garrett Investment Advisors
Adviser Investments
Mml Investors Services
Beaird Harris Wealth Management
Perigon Wealth Management

View all funds holding Schwab Strategic Tr