Harbor Asset Planning
SCHG icon

Harbor Asset Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Harbor Asset Planning’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.14M Buy
170,788
+319
+0.2% +$11.2K 4.6% 1
2026
Q2 		$5.77M Sell
170,469
-107
-0.1% -$3.55K 4.33% 2
2026
Q1 		$4.97M Buy
170,576
+7,584
+5% +$236K 4.18% 2
2025
Q4 		$5.32M Buy
162,992
+77
+0% +$2.5K 4.54% 1
2025
Q3 		$5.2M Buy
162,915
+2,272
+1% +$69.2K 4.65% 2
2025
Q2 		$4.69M Buy
+160,643
New +$4.25M 4.48% 2

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

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

Harbor Asset Planning increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.19% in Q3 2026, buying an estimated $11.2K and bringing the position to 170,788 shares worth $6.14M. The position accounts for 4.6% of the portfolio, ranked #1.

Harbor Asset Planning first reported a position in SCHG in Q2 2025 and has held it in 6 quarters since. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Harbor Asset Planning held 170,788 shares of Schwab US Large-Cap Growth ETF worth $6.14M as of Q3 2026.
  • Harbor Asset Planning bought 319 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $11.2K.
  • Schwab US Large-Cap Growth ETF made up 4.6% of Harbor Asset Planning's portfolio in Q3 2026, its #1 holding.
  • Harbor Asset Planning first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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