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
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 $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Harbour Investments's SCHV Position: Q1 2026 in Review

Harbour Investments increased its Schwab US Large-Cap Value ETF (SCHV) stake by 200% in Q1 2026, buying an estimated $1.03M and bringing the position to 49,566 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #602.

Harbour Investments first reported a position in SCHV in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.53M in Q2 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Harbour Investments held 49,566 shares of Schwab US Large-Cap Value ETF worth $1.51M as of Q1 2026.
  • Harbour Investments bought 33,053 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.03M.
  • Schwab US Large-Cap Value ETF made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #602 holding.
  • Harbour Investments first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Schwab US Large-Cap Value ETF position peaked at $1.53M in Q2 2021.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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