Harbor Investment Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.5K	Hold	225	–	–	﹤0.01%	1136
2026 Q2	$7.83K	Hold	225	–	–	﹤0.01%	1072
2026 Q1	$6.86K	Hold	225	–	–	﹤0.01%	972
2025 Q4	$6.66K	Hold	225	–	–	﹤0.01%	1009
2025 Q3	$6.55K	Hold	225	–	–	﹤0.01%	972
2025 Q2	$6.23K	Hold	225	–	–	﹤0.01%	970
2025 Q1	$5.98K	Hold	225	–	–	﹤0.01%	954
2024 Q4	$5.87K	Hold	225	–	–	﹤0.01%	954
2024 Q3	$6.03K	Hold	225	–	–	﹤0.01%	957
2024 Q2	$5.56K	Hold	225	–	–	﹤0.01%	955
2024 Q1	$5.7K	Hold	225	–	–	﹤0.01%	952
2023 Q4	$5.26K	Sell	225 -351	-61%	-$7.67K	﹤0.01%	935
2023 Q3	$12.4K	Sell	576 -195	-25%	-$4.38K	﹤0.01%	779
2023 Q2	$17.2K	Hold	771	–	–	﹤0.01%	920
2023 Q1	$16.9K	Hold	771	–	–	﹤0.01%	938
2022 Q4	$17K	Hold	771	–	–	﹤0.01%	926
2022 Q3	$15K	Hold	771	–	–	﹤0.01%	967
2022 Q2	$16K	Hold	771	–	–	﹤0.01%	950
2022 Q1	$18K	Hold	771	–	–	﹤0.01%	956
2021 Q4	$19K	Buy	771 +546	+243%	+$12.9K	﹤0.01%	948
2021 Q3	$5K	Hold	225	–	–	﹤0.01%	1154
2021 Q2	$5K	Sell	225 -129	-36%	-$2.93K	﹤0.01%	1101
2021 Q1	$8K	Hold	354	–	–	﹤0.01%	1025
2020 Q4	$7K	Hold	354	–	–	﹤0.01%	985
2020 Q3	$6K	Buy	354 +129	+57%	+$2.26K	﹤0.01%	931
2020 Q2	$4K	Hold	225	–	–	﹤0.01%	904
2020 Q1	$3K	Hold	225	–	–	﹤0.01%	912
2019 Q4	$5K	Buy	+225	New	+$4.36K	﹤0.01%	718

Other funds holding SCHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

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

Harbor Investment Advisory held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 225 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Harbor Investment Advisory first reported a position in SCHV in Q4 2019 and has held it in 28 quarters since. The position peaked at $19K in Q4 2021. 87 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Harbor Investment Advisory held 225 shares of Schwab US Large-Cap Value ETF worth $7.5K as of Q3 2026.
Harbor Investment Advisory left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1136 holding.
Harbor Investment Advisory first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 28 quarters since.
Harbor Investment Advisory's Schwab US Large-Cap Value ETF position peaked at $19K in Q4 2021.
87 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

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