Harbor Advisory Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Harbor Advisory Corp’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242K	Hold	7,626	–	–	0.06%	76
2026 Q1	$234K	Sell	7,626 -924	-11%	-$28K	0.07%	74
2025 Q4	$235K	Hold	8,550	–	–	0.07%	75
2025 Q3	$233K	Sell	8,550 -1,677	-16%	-$45.8K	0.07%	78
2025 Q2	$271K	Hold	10,227	–	–	0.09%	73
2025 Q1	$286K	Hold	10,227	–	–	0.1%	77
2024 Q4	$279K	Hold	10,227	–	–	0.09%	78
2024 Q3	$288K	Hold	10,227	–	–	0.09%	78
2024 Q2	$265K	Hold	10,227	–	–	0.09%	79
2024 Q1	$275K	Hold	10,227	–	–	0.09%	76
2023 Q4	$260K	Hold	10,227	–	–	0.09%	77
2023 Q3	$241K	Hold	10,227	–	–	0.09%	80
2023 Q2	$248K	Sell	10,227 -666	-6%	-$15.9K	0.09%	78
2023 Q1	$266K	Hold	10,893	–	–	0.1%	76
2022 Q4	$274K	Hold	10,893	–	–	0.11%	73
2022 Q3	$241K	Hold	10,893	–	–	0.11%	71
2022 Q2	$260K	Hold	10,893	–	–	0.11%	71
2022 Q1	$286K	Hold	10,893	–	–	0.11%	69
2021 Q4	$293K	Hold	10,893	–	–	0.12%	69
2021 Q3	$270K	Buy	10,893 +156	+1%	+$3.96K	0.12%	72
2021 Q2	$271K	Hold	10,737	–	–	0.12%	70
2021 Q1	$261K	Buy	+10,737	New	+$244K	0.1%	93

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Harbor Advisory Corp's SCHD Position: Q2 2026 in Review

Harbor Advisory Corp held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 7,626 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #76.

Harbor Advisory Corp first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. The position peaked at $293K in Q4 2021. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Harbor Advisory Corp held 7,626 shares of Schwab US Dividend Equity ETF worth $242K as of Q2 2026.
Harbor Advisory Corp left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.06% of Harbor Advisory Corp's portfolio in Q2 2026, its #76 holding.
Harbor Advisory Corp first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
Harbor Advisory Corp's Schwab US Dividend Equity ETF position peaked at $293K in Q4 2021.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Harbor Advisory Corp's 13F filing for Q2 2026, filed 13 Aug 2026.