Harbour Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Harbour Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,392	Closed	-$338K	–	106
2025 Q3	$338K	Buy	+12,392	New	+$338K	0.15%	87
2025 Q1	–	Sell	-20,955	Closed	-$572K	–	100
2024 Q4	$572K	Buy	+20,955	New	+$596K	0.25%	66

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Harbour Investment Management's SCHD Position: Q4 2025 in Review

Harbour Investment Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 12,392 shares — an estimated $338K sold.

Harbour Investment Management first reported a position in SCHD in Q4 2024 and held it in 2 quarters. The position peaked at $572K in Q4 2024. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Harbour Investment Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Harbour Investment Management sold 12,392 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $338K.
Harbour Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 2 quarters.
Harbour Investment Management's Schwab US Dividend Equity ETF position peaked at $572K in Q4 2024.
1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Harbour Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.