Harbor Group, Inc. SCHG Holdings History

Number of Shares
790,931.00
Current Holdings Value*
$23.10 Mil
% of Portfolio
4.09%
Total Estimate Gain
$-3.33 Mil
% of Total Estimate Gain
-10.00%

Harbor Group, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-06-30, Harbor Group, Inc. held 790,931.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $23.10 Mil. This investment constitutes 4.09% of their stock portfolio, and Harbor Group, Inc. now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2020Q4. And since then Harbor Group, Inc. has made 3 purchases of SCHG, at an average price of $37.87, for a total of 880,005.00 shares. In addition, there have been 15 sales at an average price of $70.84 for 89,074.00 shares. Based on historical transaction data and SCHG's current price of $29.94, Harbor Group, Inc.'s estimated gain on his SCHG holdings is $-3.33 Mil, reflecting a -10.00% gain to date.

Harbor Group, Inc. SCHG ($29.94) Holding Chart

Harbor Group, Inc. SCHG ($29.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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