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Schwab Strategic Tr shares owned by Harbour Investments

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) 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
2025-12-31 $62k 620 100.49

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

Wolfstich Capital
North Berkeley Wealth Management
Holistic Planning
Jane Street
Savant Capital Management
Addison Capital
Tower Research Capital
WealthPlan Investment Management
Encompass More Asset Management
We Are One Seven
Bleakley Financial Group
Luken Investment Analytics
Crumly & Associates
UBS Group
Belpointe Asset Management

View all funds holding Schwab Strategic Tr