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Harbor Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Harbor Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.7M Sell
475,237
-3,635
-0.8% -$116K 2.13% 18
2025
Q4 		$14.4M Buy
478,872
+93
+0% +$2.77K 2.16% 17
2025
Q3 		$14.2M Sell
478,779
-865
-0.2% -$25.2K 2.26% 17
2025
Q2 		$13.5M Sell
479,644
-2,901
-0.6% -$76.5K 2.39% 16
2025
Q1 		$12.6M Sell
482,545
-3,296
-0.7% -$91.8K 2.53% 16
2024
Q4 		$13.5M Sell
485,841
-6,162
-1% -$176K 3.03% 14
2024
Q3 		$13.6M Sell
492,003
-2,607
-0.5% -$69.3K 3.15% 12
2024
Q2 		$12.8M Sell
494,610
-5,691
-1% -$149K 3.29% 12
2024
Q1 		$13.6M Sell
500,301
-2,058
-0.4% -$52.5K 3.58% 10
2023
Q4 		$12.6M Sell
502,359
-5,244
-1% -$120K 3.61% 9
2023
Q3 		$11.5M Sell
507,603
-3,888
-0.8% -$92.1K 6.45% 5
2023
Q2 		$12.1M Sell
511,491
-10,095
-2% -$228K 6.7% 5
2023
Q1 		$11.8M Sell
521,586
-8,256
-2% -$190K 7.03% 5
2022
Q4 		$11.6M Sell
529,842
-2,814
-0.5% -$61.7K 7.46% 5
2022
Q3 		$10.7M Buy
532,656
+3,531
+0.7% +$78.8K 7.81% 5
2022
Q2 		$11.1M Sell
529,125
-2,307
-0.4% -$53.2K 8.13% 5
2022
Q1 		$13.4M Sell
531,432
-19,917
-4% -$499K 8.49% 5
2021
Q4 		$14.8M Sell
551,349
-15,792
-3% -$421K 8.81% 4
2021
Q3 		$14.5M Sell
567,141
-22,353
-4% -$584K 9.34% 4
2021
Q2 		$15.4M Sell
589,494
-12,102
-2% -$313K 10.12% 4
2021
Q1 		$15.4M Sell
601,596
-39,192
-6% -$951K 10.54% 4
2020
Q4 		$15.2M Buy
+640,788
New +$13.4M 11.38% 3

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MGIA
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AA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return