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Harbour Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Harbour Investments’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.56M Buy
50,266
+11,561
+30% +$368K 0.02% 587
2025
Q4 		$1.16M Sell
38,705
-804
-2% -$24K 0.02% 553
2025
Q3 		$1.17M Sell
39,509
-315
-0.8% -$9.17K 0.03% 509
2025
Q2 		$1.12M Sell
39,824
-2,239
-5% -$59.1K 0.03% 494
2025
Q1 		$1.1M Buy
42,063
+558
+1% +$15.5K 0.03% 456
2024
Q4 		$1.15M Buy
41,505
+1,713
+4% +$48.8K 0.03% 432
2024
Q3 		$1.1M Sell
39,792
-414
-1% -$11K 0.03% 422
2024
Q2 		$1.04M Sell
40,206
-1,905
-5% -$49.8K 0.04% 403
2024
Q1 		$1.14M Sell
42,111
-462
-1% -$11.8K 0.04% 381
2023
Q4 		$1.07M Sell
42,573
-2,865
-6% -$65.6K 0.04% 346
2023
Q3 		$1.03M Buy
45,438
+1,365
+3% +$32.3K 0.05% 322
2023
Q2 		$1.04M Sell
44,073
-930
-2% -$21K 0.05% 331
2023
Q1 		$1.02M Sell
45,003
-2,370
-5% -$54.6K 0.06% 318
2022
Q4 		$1.04M Sell
47,373
-438
-0.9% -$9.6K 0.06% 294
2022
Q3 		$1M Hold
47,811
– – 0.07% 289
2022
Q2 		$1M Buy
+47,811
New +$1.1M 0.07% 289
2021
Q4 		$1.51M Sell
56,247
-832,299
-94% -$22.2M 0.09% 220
2021
Q3 		$22.7M Buy
888,546
+26,169
+3% +$684K 0.73% 28
2021
Q2 		$22.5M Buy
862,377
+116,883
+16% +$3.02M 0.72% 27
2021
Q1 		$18.5M Buy
+745,494
New +$18.1M 0.67% 29

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbour Investments's SCHM Position: Q1 2026 in Review

Harbour Investments increased its Schwab US Mid-Cap ETF (SCHM) stake by 30% in Q1 2026, buying an estimated $368K and bringing the position to 50,266 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #587.

Harbour Investments first reported a position in SCHM in Q1 2021 and has held it in 20 quarters since. The position peaked at $22.7M in Q3 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Harbour Investments held 50,266 shares of Schwab US Mid-Cap ETF worth $1.56M as of Q1 2026.
  • Harbour Investments bought 11,561 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $368K.
  • Schwab US Mid-Cap ETF made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #587 holding.
  • Harbour Investments first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Schwab US Mid-Cap ETF position peaked at $22.7M in Q3 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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