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

Harbour Investments’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
2026
Q2 		$65.1M Buy
2,054,311
+128,838
+7% +$4.09M 0.88% 17
2026
Q1 		$59.1M Buy
1,925,473
+312,441
+19% +$9.48M 0.91% 15
2025
Q4 		$44.2M Sell
1,613,032
-303,894
-16% -$8.26M 0.9% 16
2025
Q3 		$52.3M Buy
1,916,926
+13,391
+0.7% +$365K 1.19% 13
2025
Q2 		$50.4M Sell
1,903,535
-493,942
-21% -$12.9M 1.28% 10
2025
Q1 		$67M Buy
2,397,477
+37,638
+2% +$1.05M 1.92% 6
2024
Q4 		$64.5M Sell
2,359,839
-169,299
-7% -$4.81M 1.85% 8
2024
Q3 		$71.3M Buy
2,529,138
+117,270
+5% +$3.19M 2.14% 5
2024
Q2 		$62.5M Buy
2,411,868
+101,763
+4% +$2.65M 2.11% 5
2024
Q1 		$62.1M Buy
2,310,105
+130,443
+6% +$3.37M 2.2% 5
2023
Q4 		$55.3M Buy
2,179,662
+1,417,905
+186% +$33.8M 2.29% 5
2023
Q3 		$18M Buy
761,757
+31,272
+4% +$767K 0.9% 17
2023
Q2 		$17.7M Buy
730,485
+43,116
+6% +$1.03M 0.88% 18
2023
Q1 		$16.8M Buy
687,369
+102,573
+18% +$2.56M 0.92% 15
2022
Q4 		$14.7M Buy
584,796
+307,032
+111% +$7.58M 0.9% 15
2022
Q3 		$6.63M Hold
277,764
– – 0.45% 38
2022
Q2 		$6.63M Buy
+277,764
New +$7.07M 0.45% 38
2021
Q4 		$4.25M Sell
157,803
-2,055,414
-93% -$53.4M 0.25% 71
2021
Q3 		$54.8M Buy
2,213,217
+61,230
+3% +$1.56M 1.75% 7
2021
Q2 		$54.2M Buy
2,151,987
+196,473
+10% +$4.96M 1.73% 6
2021
Q1 		$47.5M Buy
+1,955,514
New +$44.5M 1.71% 7

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Harbour Investments's SCHD Position: Q2 2026 in Review

Harbour Investments increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.7% in Q2 2026, buying an estimated $4.09M and bringing the position to 2,054,311 shares worth $65.1M. The position accounts for 0.88% of the portfolio, ranked #17.

Harbour Investments first reported a position in SCHD in Q1 2021 and has held it in 21 quarters since. The position peaked at $71.3M in Q3 2024. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Harbour Investments held 2,054,311 shares of Schwab US Dividend Equity ETF worth $65.1M as of Q2 2026.
  • Harbour Investments bought 128,838 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.09M.
  • Schwab US Dividend Equity ETF made up 0.88% of Harbour Investments's portfolio in Q2 2026, its #17 holding.
  • Harbour Investments first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Schwab US Dividend Equity ETF position peaked at $71.3M in Q3 2024.
  • 2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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