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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
Q2 		$17.6M Buy
478,114
+2,877
+0.6% +$99K 2.07% 18
2026
Q1 		$14.7M Sell
475,237
-3,635
-0.8% -$116K 2.12% 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 2.38% 16
2025
Q1 		$12.6M Sell
482,545
-3,296
-0.7% -$91.8K 2.52% 16
2024
Q4 		$13.5M Sell
485,841
-6,162
-1% -$176K 3.02% 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

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 $59.8B AUM 29.42% 1-Year Est. Return

Harbor Group's SCHM Position: Q2 2026 in Review

Harbor Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.61% in Q2 2026, buying an estimated $99K and bringing the position to 478,114 shares worth $17.6M. The position accounts for 2.07% of the portfolio, ranked #18.

Harbor Group first reported a position in SCHM in Q4 2020 and has held it in 23 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Harbor Group held 478,114 shares of Schwab US Mid-Cap ETF worth $17.6M as of Q2 2026.
  • Harbor Group bought 2,877 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $99K.
  • Schwab US Mid-Cap ETF made up 2.07% of Harbor Group's portfolio in Q2 2026, its #18 holding.
  • Harbor Group first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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