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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
Q2 		$8.12M Sell
275,789
-1,353
-0.5% -$38.6K 0.95% 22
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Harbor Group's SCHX Position: Q2 2026 in Review

Harbor Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.49% in Q2 2026, selling an estimated $38.6K and leaving 275,789 shares worth $8.12M. The position accounts for 0.95% of the portfolio, ranked #22.

Harbor Group first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Harbor Group held 275,789 shares of Schwab US Large- Cap ETF worth $8.12M as of Q2 2026.
  • Harbor Group sold 1,353 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $38.6K.
  • Schwab US Large- Cap ETF made up 0.95% of Harbor Group's portfolio in Q2 2026, its #22 holding.
  • Harbor Group first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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