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Harbour Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Harbour Investments’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.7M Buy
1,163,565
+45,188
+4% +$1.27M 0.45% 43
2026
Q1 		$28.1M Buy
1,118,377
+90,205
+9% +$2.37M 0.43% 46
2025
Q4 		$27M Buy
1,028,172
+28,701
+3% +$747K 0.55% 32
2025
Q3 		$25.7M Buy
999,471
+77,292
+8% +$1.91M 0.58% 29
2025
Q2 		$22M Buy
922,179
+30,182
+3% +$665K 0.56% 30
2025
Q1 		$19.2M Buy
891,997
+6,063
+0.7% +$138K 0.55% 29
2024
Q4 		$20.1M Buy
885,934
+45,826
+5% +$1.05M 0.58% 28
2024
Q3 		$18.6M Buy
840,108
+7,977
+1% +$170K 0.56% 31
2024
Q2 		$17.4M Buy
832,131
+32,376
+4% +$656K 0.59% 32
2024
Q1 		$16.3M Buy
799,755
+14,583
+2% +$282K 0.58% 30
2023
Q4 		$14.6M Buy
785,172
+7,701
+1% +$133K 0.6% 29
2023
Q3 		$12.9M Buy
777,471
+31,308
+4% +$542K 0.65% 25
2023
Q2 		$12.9M Buy
746,163
+37,713
+5% +$615K 0.64% 24
2023
Q1 		$11.3M Buy
708,450
+41,064
+6% +$642K 0.62% 24
2022
Q4 		$9.97M Sell
667,386
-330,375
-33% -$4.97M 0.61% 25
2022
Q3 		$14.7M Hold
997,761
– – 0.99% 13
2022
Q2 		$14.7M Buy
+997,761
New +$16M 0.99% 13
2021
Q4 		$13.8M Sell
732,762
-89,724
-11% -$1.65M 0.82% 23
2021
Q3 		$14.2M Buy
822,486
+58,236
+8% +$1.04M 0.45% 41
2021
Q2 		$13.3M Buy
764,250
+333,852
+78% +$5.65M 0.42% 41
2021
Q1 		$6.94M Buy
+430,398
New +$6.79M 0.25% 78

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Harbour Investments's SCHB Position: Q2 2026 in Review

Harbour Investments increased its Schwab US Broad Market ETF (SCHB) stake by 4% in Q2 2026, buying an estimated $1.27M and bringing the position to 1,163,565 shares worth $33.7M. The position accounts for 0.45% of the portfolio, ranked #43.

Harbour Investments first reported a position in SCHB in Q1 2021 and has held it in 21 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Harbour Investments held 1,163,565 shares of Schwab US Broad Market ETF worth $33.7M as of Q2 2026.
  • Harbour Investments bought 45,188 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.27M.
  • Schwab US Broad Market ETF made up 0.45% of Harbour Investments's portfolio in Q2 2026, its #43 holding.
  • Harbour Investments first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.