Harbor Investment Advisory’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Harbor Investment Advisory’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$544	Hold	15	–	–	﹤0.01%	1259
2026 Q1	$494	Hold	15	–	–	﹤0.01%	1175
2025 Q4	$491	Hold	15	–	–	﹤0.01%	1190
2025 Q3	$501	Hold	15	–	–	﹤0.01%	1146
2025 Q2	$452	Hold	15	–	–	﹤0.01%	1143
2025 Q1	$414	Buy	+15	New	+$411	﹤0.01%	1143

Other funds holding SCHE

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return