HCA
SCHM icon

Harbour Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Harbour Capital Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,735
Closed -$364K – 307
2025
Q2 		$364K Hold
12,735
– – 0.08% 215
2025
Q1 		$318K Hold
12,735
– – 0.08% 215
2024
Q4 		$357K Hold
12,735
– – 0.08% 212
2024
Q3 		$352K Hold
12,735
– – 0.08% 215
2024
Q2 		$327K Sell
12,735
-558
-4% -$14.6K 0.08% 221
2024
Q1 		$355K Hold
13,293
– – 0.09% 209
2023
Q4 		$325K Hold
13,293
– – 0.09% 204
2023
Q3 		$300K Sell
13,293
-1,752
-12% -$41.5K 0.09% 197
2023
Q2 		$357K Sell
15,045
-2,964
-16% -$66.8K 0.11% 175
2023
Q1 		$405K Buy
+18,009
New +$415K 0.12% 160

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