HI
SCHV

Harbour Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Harbour Investments’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6M Sell
45,954
-3,612
-7% -$119K 0.02% 622
2026
Q1 		$1.51M Buy
49,566
+33,053
+200% +$1.03M 0.02% 602
2025
Q4 		$489K Sell
16,513
-1,961
-11% -$57.3K 0.01% 856
2025
Q3 		$538K Buy
18,474
+3,888
+27% +$110K 0.01% 799
2025
Q2 		$404K Buy
14,586
+3,092
+27% +$81.3K 0.01% 860
2025
Q1 		$306K Buy
11,494
+1,056
+10% +$28.3K 0.01% 914
2024
Q4 		$272K Sell
10,438
-146
-1% -$3.94K 0.01% 906
2024
Q3 		$284K Buy
10,584
+2,349
+29% +$60.3K 0.01% 874
2024
Q2 		$203K Sell
8,235
-87
-1% -$2.15K 0.01% 944
2024
Q1 		$211K Sell
8,322
-6,354
-43% -$152K 0.01% 897
2023
Q4 		$343K Sell
14,676
-22,242
-60% -$486K 0.01% 670
2023
Q3 		$793K Sell
36,918
-900
-2% -$20.2K 0.04% 380
2023
Q2 		$846K Buy
37,818
+3,612
+11% +$78.9K 0.04% 375
2023
Q1 		$748K Sell
34,206
-3,579
-9% -$79.5K 0.04% 379
2022
Q4 		$832K Buy
37,785
+6,720
+22% +$145K 0.05% 340
2022
Q3 		$646K Hold
31,065
– – 0.04% 370
2022
Q2 		$646K Buy
+31,065
New +$697K 0.04% 370
2021
Q4 		$1.02M Sell
41,733
-25,227
-38% -$598K 0.06% 297
2021
Q3 		$1.51M Buy
66,960
+12
+0% +$278 0.05% 347
2021
Q2 		$1.53M Buy
66,948
+1,425
+2% +$32.3K 0.05% 349
2021
Q1 		$1.43M Buy
+65,523
New +$1.36M 0.05% 319

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Harbour Investments's SCHV Position: Q2 2026 in Review

Harbour Investments reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 7.3% in Q2 2026, selling an estimated $119K and leaving 45,954 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #622.

Harbour Investments first reported a position in SCHV in Q1 2021 and has held it in 21 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Harbour Investments held 45,954 shares of Schwab US Large-Cap Value ETF worth $1.6M as of Q2 2026.
  • Harbour Investments sold 3,612 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $119K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #622 holding.
  • Harbour Investments first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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