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Harbor Investment Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Harbor Investment Advisory’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.5K Hold
460
– – ﹤0.01% 1028
2026
Q2 		$15.6K Hold
460
– – ﹤0.01% 985
2026
Q1 		$13.4K Hold
460
– – ﹤0.01% 855
2025
Q4 		$15K Hold
460
– – ﹤0.01% 868
2025
Q3 		$14.7K Hold
460
– – ﹤0.01% 843
2025
Q2 		$13.4K Hold
460
– – ﹤0.01% 834
2025
Q1 		$11.5K Sell
460
-36
-7% -$986 ﹤0.01% 845
2024
Q4 		$13.8K Hold
496
– – ﹤0.01% 808
2024
Q3 		$12.9K Hold
496
– – ﹤0.01% 821
2024
Q2 		$12.5K Hold
496
– – ﹤0.01% 812
2024
Q1 		$11.5K Sell
496
-240
-33% -$5.31K ﹤0.01% 837
2023
Q4 		$15.3K Hold
736
– – ﹤0.01% 760
2023
Q3 		$13.4K Hold
736
– – ﹤0.01% 758
2023
Q2 		$13.8K Hold
736
– – ﹤0.01% 969
2023
Q1 		$12K Hold
736
– – ﹤0.01% 1000
2022
Q4 		$10.2K Hold
736
– – ﹤0.01% 1011
2022
Q3 		$10K Hold
736
– – ﹤0.01% 1043
2022
Q2 		$11K Hold
736
– – ﹤0.01% 1021
2022
Q1 		$14K Hold
736
– – ﹤0.01% 1006
2021
Q4 		$15K Buy
+736
New +$14.7K ﹤0.01% 994

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Harbor Investment Advisory's SCHG Position: Q3 2026 in Review

Harbor Investment Advisory held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 460 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Harbor Investment Advisory first reported a position in SCHG in Q4 2021 and has held it in 20 quarters since. 166 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Harbor Investment Advisory held 460 shares of Schwab US Large-Cap Growth ETF worth $16.5K as of Q3 2026.
  • Harbor Investment Advisory left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1028 holding.
  • Harbor Investment Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 166 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.