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Harbour Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Harbour Investment Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Hold
7,547
– – 0.14% 95
2026
Q1 		$219K Hold
7,547
– – 0.12% 96
2025
Q4 		$215K Hold
7,547
– – 0.11% 96
2025
Q3 		$211K Buy
+7,547
New +$202K 0.09% 100

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Harbour Investment Management's SCHA Position: Q2 2026 in Review

Harbour Investment Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 7,547 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #95.

Harbour Investment Management first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Harbour Investment Management held 7,547 shares of Schwab U.S Small- Cap ETF worth $273K as of Q2 2026.
  • Harbour Investment Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.14% of Harbour Investment Management's portfolio in Q2 2026, its #95 holding.
  • Harbour Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.