Harbour Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Harbour Investment Management’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	$766K	Hold	26,034	–	–	0.4%	62
2026 Q1	$668K	Hold	26,034	–	–	0.36%	66
2025 Q4	$701K	Hold	26,034	–	–	0.37%	64
2025 Q3	$686K	Hold	26,034	–	–	0.3%	67
2025 Q2	$636K	Hold	26,034	–	–	0.28%	67
2025 Q1	$575K	Hold	26,034	–	–	0.26%	66
2024 Q4	$603K	Hold	26,034	–	–	0.26%	65
2024 Q3	$589K	Hold	26,034	–	–	0.26%	62
2024 Q2	$559K	Hold	26,034	–	–	0.26%	63
2024 Q1	$539K	Buy	26,034 +9,180	+54%	+$181K	0.25%	64
2023 Q4	$317K	Hold	16,854	–	–	0.17%	66
2023 Q3	$284K	Hold	16,854	–	–	0.16%	67
2023 Q2	$294K	Hold	16,854	–	–	0.15%	67
2023 Q1	$272K	Hold	16,854	–	–	0.15%	67
2022 Q4	$254K	Hold	16,854	–	–	0.15%	66
2022 Q3	$238K	Buy	16,854 +1,470	+10%	+$23.1K	0.15%	68
2022 Q2	$229K	Buy	15,384 +1,230	+9%	+$19.9K	0.14%	68
2022 Q1	$254K	Hold	14,154	–	–	0.12%	69
2021 Q4	$269K	Hold	14,154	–	–	0.12%	69
2021 Q3	$245K	Hold	14,154	–	–	0.12%	73
2021 Q2	$245K	Hold	14,154	–	–	0.12%	79
2021 Q1	$227K	Hold	14,154	–	–	0.12%	78
2020 Q4	$215K	Buy	+14,154	New	+$203K	0.12%	70

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

Harbour Investment Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 26,034 shares worth $766K. The position accounts for 0.4% of the portfolio, ranked #62.

Harbour Investment Management first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Harbour Investment Management held 26,034 shares of Schwab US Large- Cap ETF worth $766K as of Q2 2026.
Harbour Investment Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.4% of Harbour Investment Management's portfolio in Q2 2026, its #62 holding.
Harbour Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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