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

Harbor Investment Advisory’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.1K Hold
2,552
– – 0.01% 644
2026
Q1 		$65.4K Hold
2,552
– – 0.01% 576
2025
Q4 		$68.7K Hold
2,552
– – 0.01% 591
2025
Q3 		$67.2K Buy
2,552
+1,425
+126% +$36.2K 0.01% 579
2025
Q2 		$27.5K Hold
1,127
– – ﹤0.01% 730
2025
Q1 		$24.9K Buy
+1,127
New +$26.2K ﹤0.01% 735

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

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

Harbor Investment Advisory held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 2,552 shares worth $75.1K. The position accounts for 0.01% of the portfolio, ranked #644.

Harbor Investment Advisory first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,176 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Harbor Investment Advisory held 2,552 shares of Schwab US Large- Cap ETF worth $75.1K as of Q2 2026.
  • Harbor Investment Advisory left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #644 holding.
  • Harbor Investment Advisory first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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