Harbor Asset Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Harbor Asset Planning’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	$403K	Buy	12,722 +79	+0.6%	+$2.51K	0.3%	68
2026 Q1	$388K	Buy	12,643 +85	+0.7%	+$2.58K	0.33%	65
2025 Q4	$344K	Sell	12,558 -37,425	-75%	-$1.02M	0.29%	68
2025 Q3	$1.36M	Buy	49,983 +471	+1%	+$12.8K	1.22%	22
2025 Q2	$1.31M	Buy	+49,512	New	+$1.29M	1.25%	21

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Harbor Asset Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.62% in Q2 2026, buying an estimated $2.51K and bringing the position to 12,722 shares worth $403K. The position accounts for 0.3% of the portfolio, ranked #68.

Harbor Asset Planning first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q3 2025. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Harbor Asset Planning held 12,722 shares of Schwab US Dividend Equity ETF worth $403K as of Q2 2026.
Harbor Asset Planning bought 79 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.51K.
Schwab US Dividend Equity ETF made up 0.3% of Harbor Asset Planning's portfolio in Q2 2026, its #68 holding.
Harbor Asset Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's Schwab US Dividend Equity ETF position peaked at $1.36M in Q3 2025.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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