Harbor Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Harbor Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$225K	Sell	7,083 -771	-10%	-$24.5K	0.03%	108
2026 Q1	$241K	Buy	7,854 +6	+0.1%	+$182	0.03%	106
2025 Q4	$215K	Sell	7,848 -562	-7%	-$15.3K	0.03%	111
2025 Q3	$230K	Buy	8,410 +383	+5%	+$10.4K	0.04%	97
2025 Q2	$213K	Hold	8,027	–	–	0.04%	95
2025 Q1	$224K	Hold	8,027	–	–	0.04%	86
2024 Q4	$219K	Buy	+8,027	New	+$228K	0.05%	87

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Harbor Group's SCHD Position: Q2 2026 in Review

Harbor Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.8% in Q2 2026, selling an estimated $24.5K and leaving 7,083 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #108.

Harbor Group first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $241K in Q1 2026. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Harbor Group held 7,083 shares of Schwab US Dividend Equity ETF worth $225K as of Q2 2026.
Harbor Group sold 771 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $24.5K.
Schwab US Dividend Equity ETF made up 0.03% of Harbor Group's portfolio in Q2 2026, its #108 holding.
Harbor Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Harbor Group's Schwab US Dividend Equity ETF position peaked at $241K in Q1 2026.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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