HCA
SCHW

Harbor Capital Advisors’s Charles Schwab SCHW Stock Holding History

Harbor Capital Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.84M Buy
30,794
+65
+0.2% +$5.93K 0.19% 140
2026
Q1 		$2.89M Buy
+30,729
New +$3.01M 0.23% 112
2024
Q1 		– Sell
-23,003
Closed -$1.58M – 843
2023
Q4 		$1.58M Buy
23,003
+116
+0.5% +$6.7K 0.3% 87
2023
Q3 		$1.26M Hold
22,887
– – 0.27% 96
2023
Q2 		$1.3M Hold
22,887
– – 0.26% 94
2023
Q1 		$1.2M Buy
+22,887
New +$1.68M 0.35% 79

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harbor Capital Advisors's SCHW Position: Q2 2026 in Review

Harbor Capital Advisors increased its Charles Schwab (SCHW) stake by 0.21% in Q2 2026, buying an estimated $5.93K and bringing the position to 30,794 shares worth $2.84M. The position accounts for 0.19% of the portfolio, ranked #140.

Harbor Capital Advisors first reported a position in SCHW in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.89M in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Harbor Capital Advisors held 30,794 shares of Charles Schwab worth $2.84M as of Q2 2026.
  • Harbor Capital Advisors bought 65 Charles Schwab shares in Q2 2026, an estimated $5.93K.
  • Charles Schwab made up 0.19% of Harbor Capital Advisors's portfolio in Q2 2026, its #140 holding.
  • Harbor Capital Advisors first reported a position in Charles Schwab in Q1 2023 and has held it in 6 quarters since.
  • Harbor Capital Advisors's Charles Schwab position peaked at $2.89M in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.