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

Harbor Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.11M	Sell	277,142 -6,076	-2%	-$163K	1.03%	22
2025 Q4	$7.62M	Sell	283,218 -3,030	-1%	-$80.9K	1.14%	21
2025 Q3	$7.54M	Sell	286,248 -4,868	-2%	-$124K	1.2%	21
2025 Q2	$7.11M	Sell	291,116 -1,571	-0.5%	-$35.5K	1.26%	20
2025 Q1	$6.46M	Sell	292,687 -1,738	-0.6%	-$40.5K	1.29%	20
2024 Q4	$6.82M	Sell	294,425 -1,804	-0.6%	-$42K	1.53%	19
2024 Q3	$6.7M	Sell	296,229 -2,793	-0.9%	-$60.9K	1.55%	19
2024 Q2	$6.4M	Sell	299,022 -4,107	-1%	-$84.9K	1.64%	16
2024 Q1	$6.27M	Sell	303,129 -4,374	-1%	-$86.1K	1.65%	16
2023 Q4	$5.78M	Sell	307,503 -6,483	-2%	-$114K	1.66%	16
2023 Q3	$5.3M	Buy	313,986 +1,062	+0.3%	+$18.6K	2.98%	11
2023 Q2	$5.46M	Sell	312,924 -1,350	-0.4%	-$22.3K	3.02%	11
2023 Q1	$5.07M	Sell	314,274 -5,601	-2%	-$88.1K	3.02%	11
2022 Q4	$4.81M	Sell	319,875 -3,453	-1%	-$52.3K	3.1%	11
2022 Q3	$4.56M	Sell	323,328 -369	-0.1%	-$5.79K	3.32%	9
2022 Q2	$4.82M	Sell	323,697 -46,314	-13%	-$750K	3.54%	9
2022 Q1	$6.64M	Sell	370,011 -4,371	-1%	-$77.4K	4.2%	8
2021 Q4	$7.1M	Sell	374,382 -5,844	-2%	-$108K	4.23%	8
2021 Q3	$6.59M	Sell	380,226 -2,832	-0.7%	-$50.5K	4.25%	8
2021 Q2	$6.64M	Sell	383,058 -34,920	-8%	-$589K	4.37%	8
2021 Q1	$6.98M	Sell	417,978 -8,358	-2%	-$131K	4.76%	7
2020 Q4	$6.58M	Buy	+426,336	New	+$6.1M	4.92%	7

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return