Harbor Asset Planning
SCHX icon

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

Harbor Asset Planning’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.88M Buy
95,996
+232
+0.2% +$6.95K 2.16% 10
2026
Q2 		$2.82M Buy
95,764
+225
+0.2% +$6.42K 2.12% 11
2026
Q1 		$2.45M Sell
95,539
-10
-0% -$268 2.06% 12
2025
Q4 		$2.57M Sell
95,549
-1,256
-1% -$33.5K 2.2% 11
2025
Q3 		$2.55M Buy
96,805
+242
+0.3% +$6.14K 2.28% 11
2025
Q2 		$2.36M Buy
+96,563
New +$2.18M 2.25% 10

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

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

Harbor Asset Planning increased its Schwab US Large- Cap ETF (SCHX) stake by 0.24% in Q3 2026, buying an estimated $6.95K and bringing the position to 95,996 shares worth $2.88M. The position accounts for 2.16% of the portfolio, ranked #10.

Harbor Asset Planning first reported a position in SCHX in Q2 2025 and has held it in 6 quarters since. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Harbor Asset Planning held 95,996 shares of Schwab US Large- Cap ETF worth $2.88M as of Q3 2026.
  • Harbor Asset Planning bought 232 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $6.95K.
  • Schwab US Large- Cap ETF made up 2.16% of Harbor Asset Planning's portfolio in Q3 2026, its #10 holding.
  • Harbor Asset Planning first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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