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Harbor Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Harbor Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36M Sell
93,029
-2,699
-3% -$89.2K 0.39% 34
2026
Q1 		$2.78M Sell
95,728
-4,185
-4% -$125K 0.4% 34
2025
Q4 		$2.85M Sell
99,913
-3,499
-3% -$98.8K 0.43% 32
2025
Q3 		$2.89M Sell
103,412
-3,838
-4% -$103K 0.46% 30
2025
Q2 		$2.71M Sell
107,250
-3,734
-3% -$88.3K 0.48% 25
2025
Q1 		$2.6M Sell
110,984
-1,794
-2% -$45.7K 0.52% 25
2024
Q4 		$2.92M Sell
112,778
-986
-0.9% -$26.2K 0.65% 24
2024
Q3 		$2.93M Sell
113,764
-10,336
-8% -$257K 0.68% 24
2024
Q2 		$2.94M Sell
124,100
-1,102
-0.9% -$26.1K 0.75% 21
2024
Q1 		$3.08M Sell
125,202
-886
-0.7% -$20.8K 0.81% 20
2023
Q4 		$2.98M Buy
126,088
+7,996
+7% +$169K 0.85% 20
2023
Q3 		$2.45M Buy
118,092
+1,116
+1% +$24.5K 1.38% 13
2023
Q2 		$2.56M Sell
116,976
-78
-0.1% -$1.63K 1.42% 13
2023
Q1 		$2.45M Sell
117,054
-388
-0.3% -$8.34K 1.46% 13
2022
Q4 		$2.38M Buy
117,442
+4,990
+4% +$102K 1.53% 14
2022
Q3 		$2.13M Buy
112,452
+3,180
+3% +$66.5K 1.54% 13
2022
Q2 		$2.13M Sell
109,272
-184
-0.2% -$3.93K 1.56% 13
2022
Q1 		$2.59M Sell
109,456
-5,876
-5% -$139K 1.64% 13
2021
Q4 		$2.95M Sell
115,332
-4,588
-4% -$119K 1.76% 13
2021
Q3 		$3M Sell
119,920
-3,428
-3% -$87K 1.93% 13
2021
Q2 		$3.21M Sell
123,348
-5,588
-4% -$143K 2.12% 12
2021
Q1 		$3.25M Sell
128,936
-12,232
-9% -$301K 2.22% 11
2020
Q4 		$3.36M Buy
+141,168
New +$2.81M 2.51% 10

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Harbor Group's SCHA Position: Q2 2026 in Review

Harbor Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.8% in Q2 2026, selling an estimated $89.2K and leaving 93,029 shares worth $3.36M. The position accounts for 0.39% of the portfolio, ranked #34.

Harbor Group first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Harbor Group held 93,029 shares of Schwab U.S Small- Cap ETF worth $3.36M as of Q2 2026.
  • Harbor Group sold 2,699 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $89.2K.
  • Schwab U.S Small- Cap ETF made up 0.39% of Harbor Group's portfolio in Q2 2026, its #34 holding.
  • Harbor Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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