HCA
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Harbour Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Harbour Capital Advisors’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
2025
Q3 		– Sell
-12,735
Closed -$364K – 307
2025
Q2 		$364K Hold
12,735
– – 0.08% 215
2025
Q1 		$318K Hold
12,735
– – 0.08% 215
2024
Q4 		$357K Hold
12,735
– – 0.08% 212
2024
Q3 		$352K Hold
12,735
– – 0.08% 215
2024
Q2 		$327K Sell
12,735
-558
-4% -$14.6K 0.08% 221
2024
Q1 		$355K Hold
13,293
– – 0.09% 209
2023
Q4 		$325K Hold
13,293
– – 0.09% 204
2023
Q3 		$300K Sell
13,293
-1,752
-12% -$41.5K 0.09% 197
2023
Q2 		$357K Sell
15,045
-2,964
-16% -$66.8K 0.11% 175
2023
Q1 		$405K Buy
+18,009
New +$415K 0.12% 160

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Harbour Capital Advisors's SCHM Position: Q3 2025 in Review

Harbour Capital Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 12,735 shares — an estimated $364K sold.

Harbour Capital Advisors first reported a position in SCHM in Q1 2023 and held it in 10 quarters. The position peaked at $405K in Q1 2023. 944 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Harbour Capital Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Harbour Capital Advisors sold 12,735 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $364K.
  • Harbour Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 10 quarters.
  • Harbour Capital Advisors's Schwab US Mid-Cap ETF position peaked at $405K in Q1 2023.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Harbour Capital Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.