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Harbour Investments’s Schwab 1000 Index ETF SCHK Stock Holding History

Harbour Investments’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$100K Sell
2,776
-3,111
-53% -$109K ﹤0.01% 2005
2026
Q1 		$184K Buy
5,887
+195
+3% +$6.39K ﹤0.01% 1579
2025
Q4 		$187K Sell
5,692
-100
-2% -$3.25K ﹤0.01% 1315
2025
Q3 		$186K Buy
5,792
+1,871
+48% +$57.9K ﹤0.01% 1270
2025
Q2 		$117K Buy
3,921
+128
+3% +$3.53K ﹤0.01% 1428
2025
Q1 		$102K Buy
3,793
+2,248
+146% +$63.8K ﹤0.01% 1425
2024
Q4 		$43.7K Sell
1,545
-215
-12% -$6.12K ﹤0.01% 1771
2024
Q3 		$48.6K Buy
1,760
+340
+24% +$9.05K ﹤0.01% 1665
2024
Q2 		$37.2K Hold
1,420
– – ﹤0.01% 1694
2024
Q1 		$36K Sell
1,420
-124
-8% -$2.99K ﹤0.01% 1684
2023
Q4 		$35.5K Buy
1,544
+700
+83% +$15K ﹤0.01% 1611
2023
Q3 		$17.4K Buy
844
+36
+4% +$773 ﹤0.01% 1803
2023
Q2 		$17.3K Buy
808
+40
+5% +$809 ﹤0.01% 1815
2023
Q1 		$15.2K Buy
768
+38
+5% +$734 ﹤0.01% 1848
2022
Q4 		$13.5K Buy
730
+118
+19% +$2.19K ﹤0.01% 1835
2022
Q3 		$11K Hold
612
– – ﹤0.01% 1897
2022
Q2 		$11K Buy
+612
New +$12.2K ﹤0.01% 1897
2021
Q4 		$3K Sell
146
-28
-16% -$635 ﹤0.01% 2343
2021
Q3 		$4K Buy
174
+14
+9% +$307 ﹤0.01% 3098
2021
Q2 		$3K Buy
160
+18
+13% +$373 ﹤0.01% 3279
2021
Q1 		$3K Buy
+142
New +$2.74K ﹤0.01% 3120

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Harbour Investments's SCHK Position: Q2 2026 in Review

Harbour Investments reduced its Schwab 1000 Index ETF (SCHK) stake by 53% in Q2 2026, selling an estimated $109K and leaving 2,776 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Harbour Investments first reported a position in SCHK in Q1 2021 and has held it in 21 quarters since. The position peaked at $187K in Q4 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Harbour Investments held 2,776 shares of Schwab 1000 Index ETF worth $100K as of Q2 2026.
  • Harbour Investments sold 3,111 Schwab 1000 Index ETF shares in Q2 2026, an estimated $109K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2005 holding.
  • Harbour Investments first reported a position in Schwab 1000 Index ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Schwab 1000 Index ETF position peaked at $187K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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