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Harbor Asset Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Harbor Asset Planning’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$563K Sell
19,454
-313
-2% -$8.76K 0.42% 53
2026
Q1 		$496K Buy
19,767
+56
+0.3% +$1.47K 0.42% 54
2025
Q4 		$517K Buy
19,711
+62
+0.3% +$1.61K 0.44% 54
2025
Q3 		$505K Sell
19,649
-2,473
-11% -$61.2K 0.45% 54
2025
Q2 		$527K Buy
+22,122
New +$487K 0.5% 51

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

Harbor Asset Planning reduced its Schwab US Broad Market ETF (SCHB) stake by 1.6% in Q2 2026, selling an estimated $8.76K and leaving 19,454 shares worth $563K. The position accounts for 0.42% of the portfolio, ranked #53.

Harbor Asset Planning first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Harbor Asset Planning held 19,454 shares of Schwab US Broad Market ETF worth $563K as of Q2 2026.
  • Harbor Asset Planning sold 313 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.76K.
  • Schwab US Broad Market ETF made up 0.42% of Harbor Asset Planning's portfolio in Q2 2026, its #53 holding.
  • Harbor Asset Planning first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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