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 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%	+$4.41K	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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Harbor Asset Planning's SCHA Position: Q2 2026 in Review

Harbor Asset Planning increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.27% in Q2 2026, buying an estimated $198 and bringing the position to 2,192 shares worth $79.2K. The position accounts for 0.06% of the portfolio, ranked #167.

Harbor Asset Planning first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Harbor Asset Planning held 2,192 shares of Schwab U.S Small- Cap ETF worth $79.2K as of Q2 2026.
Harbor Asset Planning bought 6 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $198.
Schwab U.S Small- Cap ETF made up 0.06% of Harbor Asset Planning's portfolio in Q2 2026, its #167 holding.
Harbor Asset Planning first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.