Harbor Asset Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Harbor Asset Planning’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$71.7K	Buy	2,199 +7	+0.3%	+$239	0.05%	180
2026 Q2	$79.2K	Buy	2,192 +6	+0.3%	+$198	0.06%	167
2026 Q1	$63.6K	Sell	2,186 -143	-6%	-$4.29K	0.05%	185
2025 Q4	$66.3K	Buy	2,329 +156	+7%	+$4.4K	0.06%	170
2025 Q3	$60.6K	Buy	2,173 +6	+0.3%	+$160	0.05%	171
2025 Q2	$54.8K	Buy	+2,167	New	+$51.2K	0.05%	172

Other funds holding SCHA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Harbor Asset Planning's SCHA Position: Q3 2026 in Review

Harbor Asset Planning increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.32% in Q3 2026, buying an estimated $239 and bringing the position to 2,199 shares worth $71.7K. The position accounts for 0.05% of the portfolio, ranked #180.

Harbor Asset Planning first reported a position in SCHA in Q2 2025 and has held it in 6 quarters since. The position peaked at $79.2K in Q2 2026. 805 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Harbor Asset Planning held 2,199 shares of Schwab U.S Small- Cap ETF worth $71.7K as of Q3 2026.
Harbor Asset Planning bought 7 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $239.
Schwab U.S Small- Cap ETF made up 0.05% of Harbor Asset Planning's portfolio in Q3 2026, its #180 holding.
Harbor Asset Planning first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Schwab U.S Small- Cap ETF position peaked at $79.2K in Q2 2026.
805 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.