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HARBOUR INVESTMENTS, INC.: SCHX position timeline

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

HARBOUR INVESTMENTS, INC. held 1,819,857 SCHX 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 1,819,857 shares
    Change vs previous 13F +38,293 shares

    0.72% of the 13F portfolio, value $53,558,385.

    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 1,781,564 shares
    Change vs previous 13F +5,892 shares

    0.7% of the 13F portfolio, value $45,674,134.

    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 1,775,672 shares
    Change vs previous 13F -323,507 shares

    0.97% of the 13F portfolio, value $47,783,322.

    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 2,099,179 shares
    Change vs previous 13F +46,488 shares

    1.25% of the 13F portfolio, value $55,292,387.

    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 2,052,691 shares
    Change vs previous 13F -4,188 shares

    1.27% of the 13F portfolio, value $50,167,778.

    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 2,056,879 shares
    Change vs previous 13F -2,725 shares

    1.3% of the 13F portfolio, value $45,415,877.

    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 2,059,604 shares
    Change vs previous 13F +1,362,621 shares

    1.37% of the 13F portfolio, value $47,741,622.

    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 696,983 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $47,290,304.

    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).