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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
Q2 		$1.86M Buy
50,488
+222
+0.4% +$7.64K 0.03% 570
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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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: Q2 2026 in Review

Harbour Investments increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.44% in Q2 2026, buying an estimated $7.64K and bringing the position to 50,488 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #570.

Harbour Investments first reported a position in SCHM in Q1 2021 and has held it in 21 quarters since. The position peaked at $22.7M in Q3 2021. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Harbour Investments held 50,488 shares of Schwab US Mid-Cap ETF worth $1.86M as of Q2 2026.
  • Harbour Investments bought 222 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $7.64K.
  • Schwab US Mid-Cap ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #570 holding.
  • Harbour Investments first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Schwab US Mid-Cap ETF position peaked at $22.7M in Q3 2021.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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