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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
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 $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Harbor Asset Planning increased its Schwab US Large- Cap ETF (SCHX) stake by 0.24% in Q2 2026, buying an estimated $6.42K and bringing the position to 95,764 shares worth $2.82M. The position accounts for 2.12% of the portfolio, ranked #11.

Harbor Asset Planning first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Harbor Asset Planning held 95,764 shares of Schwab US Large- Cap ETF worth $2.82M as of Q2 2026.
  • Harbor Asset Planning bought 225 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.42K.
  • Schwab US Large- Cap ETF made up 2.12% of Harbor Asset Planning's portfolio in Q2 2026, its #11 holding.
  • Harbor Asset Planning first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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