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Schwab Strategic Tr shares owned by Harbour Investments

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) 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
2025-09-30 $21k 811 25.71
2025-06-30 $20k 800 25.49

More positions owned by Harbour Investments

Vanguard Index Fds &p 500 Etf Shs (VOO)
Invesco Qqq Tr Nit Ser 1 (QQQ)
First Tr Exchange-traded Mid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi T Vest Laddered (BUFR)
Ishares Tr Ore S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Mith Unconstrai (UCON)
Apple Om (AAPL)
Ishares Tr Ore S&p500 Etf (IVV)
First Tr Exchange-traded Ap Strength Etf (FTCS)
Schwab Strategic Tr S Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr R Unit (SPY)
Spdr Series Trust Ortfolio S&p500 (SPYM)
Schwab Strategic Tr S Dividend Eq (SCHD)
Nvidia Corporation Om (NVDA)
Capital Grp Fixed Incm Etf T Ore Plus Incm (CGCP)

View all positions for Harbour Investments

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Susquehanna International
Citadel Advisors
Jane Street
Mariner Wealth Advisors
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Hidden Cove Wealth Management
Chapin Davis
Cetera Investment Advisers
Creative Planning

View all funds holding Schwab Strategic Tr