HG
SCHV

Harbor Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Harbor Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3M Sell
323,691
-3,303
-1% -$109K 1.32% 20
2026
Q1 		$9.97M Sell
326,994
-5,201
-2% -$162K 1.44% 20
2025
Q4 		$9.84M Sell
332,195
-416
-0.1% -$12.2K 1.47% 18
2025
Q3 		$9.68M Sell
332,611
-749
-0.2% -$21.3K 1.54% 18
2025
Q2 		$9.22M Sell
333,360
-2,323
-0.7% -$61.1K 1.63% 18
2025
Q1 		$8.92M Sell
335,683
-1,492
-0.4% -$40K 1.78% 17
2024
Q4 		$8.79M Sell
337,175
-988
-0.3% -$26.7K 1.97% 17
2024
Q3 		$9.06M Sell
338,163
-2,580
-0.8% -$66.3K 2.09% 15
2024
Q2 		$8.41M Sell
340,743
-7,119
-2% -$176K 2.15% 14
2024
Q1 		$8.81M Sell
347,862
-1,878
-0.5% -$45K 2.32% 14
2023
Q4 		$8.17M Buy
349,740
+1,098
+0.3% +$24K 2.34% 14
2023
Q3 		$7.49M Sell
348,642
-2,736
-0.8% -$61.4K 4.22% 9
2023
Q2 		$7.86M Sell
351,378
-3,261
-0.9% -$71.2K 4.35% 9
2023
Q1 		$7.75M Sell
354,639
-1,158
-0.3% -$25.7K 4.62% 9
2022
Q4 		$7.83M Sell
355,797
-3,012
-0.8% -$65.2K 5.04% 7
2022
Q3 		$7M Sell
358,809
-276
-0.1% -$5.94K 5.09% 7
2022
Q2 		$7.47M Sell
359,085
-11,616
-3% -$261K 5.49% 6
2022
Q1 		$8.82M Sell
370,701
-12,606
-3% -$298K 5.57% 6
2021
Q4 		$9.36M Sell
383,307
-11,160
-3% -$264K 5.57% 6
2021
Q3 		$8.87M Sell
394,467
-11,031
-3% -$255K 5.72% 6
2021
Q2 		$9.24M Sell
405,498
-15,135
-4% -$343K 6.08% 6
2021
Q1 		$9.36M Sell
420,633
-8,403
-2% -$175K 6.39% 6
2020
Q4 		$8.77M Buy
+429,036
New +$8.02M 6.55% 6

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Harbor Group's SCHV Position: Q2 2026 in Review

Harbor Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1% in Q2 2026, selling an estimated $109K and leaving 323,691 shares worth $11.3M. The position accounts for 1.32% of the portfolio, ranked #20.

Harbor Group first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Harbor Group held 323,691 shares of Schwab US Large-Cap Value ETF worth $11.3M as of Q2 2026.
  • Harbor Group sold 3,303 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $109K.
  • Schwab US Large-Cap Value ETF made up 1.32% of Harbor Group's portfolio in Q2 2026, its #20 holding.
  • Harbor Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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