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 Q3	$552K	Sell	18,826 -628	-3%	-$18.4K	0.41%	55
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

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

Harbor Asset Planning reduced its Schwab US Broad Market ETF (SCHB) stake by 3.2% in Q3 2026, selling an estimated $18.4K and leaving 18,826 shares worth $552K. The position accounts for 0.41% of the portfolio, ranked #55.

Harbor Asset Planning first reported a position in SCHB in Q2 2025 and has held it in 6 quarters since. The position peaked at $563K in Q2 2026. 1,028 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Harbor Asset Planning held 18,826 shares of Schwab US Broad Market ETF worth $552K as of Q3 2026.
Harbor Asset Planning sold 628 Schwab US Broad Market ETF shares in Q3 2026, an estimated $18.4K.
Schwab US Broad Market ETF made up 0.41% of Harbor Asset Planning's portfolio in Q3 2026, its #55 holding.
Harbor Asset Planning first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Schwab US Broad Market ETF position peaked at $563K in Q2 2026.
1,028 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

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