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Harbor Investment Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Harbor Investment Advisory’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173K Hold
4,780
– – 0.01% 446
2026
Q1 		$139K Buy
4,780
+19
+0.4% +$570 0.01% 461
2025
Q4 		$136K Hold
4,761
– – 0.01% 464
2025
Q3 		$133K Buy
4,761
+601
+14% +$16.1K 0.01% 451
2025
Q2 		$105K Hold
4,160
– – 0.01% 477
2025
Q1 		$97.5K Hold
4,160
– – 0.01% 479
2024
Q4 		$108K Hold
4,160
– – 0.01% 443
2024
Q3 		$107K Hold
4,160
– – 0.01% 444
2024
Q2 		$98.7K Hold
4,160
– – 0.01% 445
2024
Q1 		$102K Buy
+4,160
New +$97.5K 0.01% 442

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Harbor Investment Advisory's SCHA Position: Q2 2026 in Review

Harbor Investment Advisory held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 4,780 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #446.

Harbor Investment Advisory first reported a position in SCHA in Q1 2024 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Harbor Investment Advisory held 4,780 shares of Schwab U.S Small- Cap ETF worth $173K as of Q2 2026.
  • Harbor Investment Advisory left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #446 holding.
  • Harbor Investment Advisory first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 247 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.