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HARBOUR INVESTMENTS, INC.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARBOUR INVESTMENTS, INC. on SCHG, newest first. How the timeline and the estimate are built.

HARBOUR INVESTMENTS, INC. held 734,379 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 734,379 shares
    Change vs previous 13F +30,544 shares

    0.33% of the 13F portfolio, value $24,851,377.

    13F-HR 0000810121-26-000005 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 703,835 shares
    Change vs previous 13F +192,005 shares

    0.32% of the 13F portfolio, value $20,492,062.

    13F-HR 0000810121-26-000004 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 511,830 shares
    Change vs previous 13F -6,223 shares

    0.34% of the 13F portfolio, value $16,695,884.

    13F-HR 0000810121-26-000002 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 518,053 shares
    Change vs previous 13F +24,397 shares

    0.37% of the 13F portfolio, value $16,531,072.

    13F-HR 0000810121-25-000005 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 493,656 shares
    Change vs previous 13F +10,926 shares

    0.37% of the 13F portfolio, value $14,419,682.

    13F-HR 0000810121-25-000004 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 482,730 shares
    Change vs previous 13F -56,296 shares

    0.35% of the 13F portfolio, value $12,087,564.

    13F-HR 0000810121-25-000002 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 539,026 shares
    Change vs previous 13F +379,713 shares

    0.43% of the 13F portfolio, value $15,022,655.

    13F-HR 0000810121-25-000001 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 159,313 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $16,597,270.

    13F-HR 0000810121-24-000004 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).