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Harbor Investment Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Harbor Investment Advisory’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$306K Hold
8,303
– – 0.02% 362
2026
Q1 		$257K Hold
8,303
– – 0.02% 363
2025
Q4 		$250K Hold
8,303
– – 0.02% 370
2025
Q3 		$246K Buy
8,303
+845
+11% +$24.6K 0.02% 361
2025
Q2 		$209K Sell
7,458
-348
-4% -$9.18K 0.02% 365
2025
Q1 		$205K Hold
7,806
– – 0.02% 367
2024
Q4 		$216K Sell
7,806
-15
-0.2% -$427 0.02% 340
2024
Q3 		$217K Sell
7,821
-180
-2% -$4.79K 0.02% 333
2024
Q2 		$208K Sell
8,001
-180
-2% -$4.71K 0.02% 330
2024
Q1 		$222K Buy
8,181
+7,200
+734% +$184K 0.02% 329
2023
Q4 		$24.6K Sell
981
-168
-15% -$3.85K ﹤0.01% 685
2023
Q3 		$25.9K Hold
1,149
– – ﹤0.01% 653
2023
Q2 		$27.2K Hold
1,149
– – ﹤0.01% 846
2023
Q1 		$26K Hold
1,149
– – ﹤0.01% 864
2022
Q4 		$25.1K Hold
1,149
– – ﹤0.01% 856
2022
Q3 		$23K Hold
1,149
– – ﹤0.01% 877
2022
Q2 		$24K Hold
1,149
– – ﹤0.01% 873
2022
Q1 		$29K Hold
1,149
– – ﹤0.01% 873
2021
Q4 		$31K Hold
1,149
– – ﹤0.01% 856
2021
Q3 		$29K Hold
1,149
– – ﹤0.01% 883
2021
Q2 		$30K Hold
1,149
– – ﹤0.01% 833
2021
Q1 		$29K Hold
1,149
– – ﹤0.01% 808
2020
Q4 		$26K Hold
1,149
– – ﹤0.01% 779
2020
Q3 		$21K Hold
1,149
– – ﹤0.01% 729
2020
Q2 		$20K Sell
1,149
-390
-25% -$6.36K ﹤0.01% 638
2020
Q1 		$22K Sell
1,539
-636
-29% -$11.6K 0.01% 562
2019
Q4 		$44K Buy
+2,175
New +$42.1K 0.01% 436

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

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

Harbor Investment Advisory held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 8,303 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #362.

Harbor Investment Advisory first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. 749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Harbor Investment Advisory held 8,303 shares of Schwab US Mid-Cap ETF worth $306K as of Q2 2026.
  • Harbor Investment Advisory left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #362 holding.
  • Harbor Investment Advisory first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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