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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
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 $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Harbor Asset Planning's SCHX Position: Q1 2026 in Review

Harbor Asset Planning reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q1 2026, selling an estimated $268 and leaving 95,539 shares worth $2.45M. The position accounts for 2.06% of the portfolio, ranked #12.

Harbor Asset Planning first reported a position in SCHX in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.57M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Harbor Asset Planning held 95,539 shares of Schwab US Large- Cap ETF worth $2.45M as of Q1 2026.
  • Harbor Asset Planning sold 10 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $268.
  • Schwab US Large- Cap ETF made up 2.06% of Harbor Asset Planning's portfolio in Q1 2026, its #12 holding.
  • Harbor Asset Planning first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's Schwab US Large- Cap ETF position peaked at $2.57M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.