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

Harbour Investments’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
Q1 		$1.48M Buy
50,919
+13,036
+34% +$391K 0.02% 614
2025
Q4 		$1.08M Sell
37,883
-3,379
-8% -$95.4K 0.02% 579
2025
Q3 		$1.15M Buy
41,262
+4,553
+12% +$122K 0.03% 516
2025
Q2 		$938K Buy
36,709
+1,123
+3% +$26.5K 0.02% 549
2025
Q1 		$834K Buy
35,586
+188
+0.5% +$4.79K 0.02% 537
2024
Q4 		$915K Sell
35,398
-2,864
-7% -$76.2K 0.03% 501
2024
Q3 		$985K Buy
38,262
+3,220
+9% +$79.9K 0.03% 453
2024
Q2 		$831K Sell
35,042
-1,656
-5% -$39.3K 0.03% 461
2024
Q1 		$904K Sell
36,698
-694
-2% -$16.3K 0.03% 437
2023
Q4 		$883K Sell
37,392
-14,660
-28% -$309K 0.04% 389
2023
Q3 		$1.08M Sell
52,052
-974
-2% -$21.4K 0.05% 313
2023
Q2 		$1.16M Buy
53,026
+816
+2% +$17K 0.06% 304
2023
Q1 		$1.09M Sell
52,210
-5,722
-10% -$123K 0.06% 299
2022
Q4 		$1.17M Sell
57,932
-18,324
-24% -$376K 0.07% 266
2022
Q3 		$1.49M Hold
76,256
– – 0.1% 194
2022
Q2 		$1.49M Buy
+76,256
New +$1.63M 0.1% 194
2021
Q4 		$3.66M Sell
143,044
-303,932
-68% -$7.86M 0.22% 91
2021
Q3 		$11.2M Sell
446,976
-3,864
-0.9% -$98.1K 0.36% 54
2021
Q2 		$11.7M Buy
450,840
+79,600
+21% +$2.04M 0.37% 49
2021
Q1 		$9.25M Buy
+371,240
New +$9.13M 0.33% 60

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Harbour Investments's SCHA Position: Q1 2026 in Review

Harbour Investments increased its Schwab U.S Small- Cap ETF (SCHA) stake by 34% in Q1 2026, buying an estimated $391K and bringing the position to 50,919 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #614.

Harbour Investments first reported a position in SCHA in Q1 2021 and has held it in 20 quarters since. The position peaked at $11.7M in Q2 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Harbour Investments held 50,919 shares of Schwab U.S Small- Cap ETF worth $1.48M as of Q1 2026.
  • Harbour Investments bought 13,036 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $391K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #614 holding.
  • Harbour Investments first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Schwab U.S Small- Cap ETF position peaked at $11.7M in Q2 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.