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

Harbour Investments’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.6M Buy
1,819,857
+38,293
+2% +$1.09M 0.72% 24
2026
Q1 		$45.7M Buy
1,781,564
+5,892
+0.3% +$158K 0.71% 26
2025
Q4 		$47.8M Sell
1,775,672
-323,507
-15% -$8.64M 0.97% 14
2025
Q3 		$55.3M Buy
2,099,179
+46,488
+2% +$1.18M 1.25% 10
2025
Q2 		$50.2M Sell
2,052,691
-4,188
-0.2% -$94.7K 1.27% 11
2025
Q1 		$45.4M Sell
2,056,879
-2,725
-0.1% -$63.4K 1.3% 11
2024
Q4 		$47.7M Sell
2,059,604
-31,345
-1% -$731K 1.37% 12
2024
Q3 		$47.3M Buy
2,090,949
+32,517
+2% +$709K 1.42% 11
2024
Q2 		$44.1M Buy
2,058,432
+30,204
+1% +$624K 1.49% 9
2024
Q1 		$42M Buy
2,028,228
+15,159
+0.8% +$298K 1.49% 9
2023
Q4 		$37.8M Buy
2,013,069
+76,089
+4% +$1.34M 1.57% 10
2023
Q3 		$32.7M Buy
1,936,980
+113,337
+6% +$1.99M 1.64% 9
2023
Q2 		$31.8M Buy
1,823,643
+114,846
+7% +$1.9M 1.58% 10
2023
Q1 		$27.6M Buy
1,708,797
+211,131
+14% +$3.32M 1.5% 10
2022
Q4 		$22.5M Buy
1,497,666
+526,068
+54% +$7.96M 1.38% 12
2022
Q3 		$14.5M Hold
971,598
– – 0.98% 14
2022
Q2 		$14.5M Buy
+971,598
New +$15.7M 0.98% 14
2021
Q4 		$17.3M Buy
911,586
+80,412
+10% +$1.49M 1.03% 16
2021
Q3 		$14.4M Buy
831,174
+53,460
+7% +$953K 0.46% 39
2021
Q2 		$13.5M Buy
777,714
+753,588
+3,124% +$12.7M 0.43% 40
2021
Q1 		$386K Buy
+24,126
New +$378K 0.01% 712

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Harbour Investments's SCHX Position: Q2 2026 in Review

Harbour Investments increased its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q2 2026, buying an estimated $1.09M and bringing the position to 1,819,857 shares worth $53.6M. The position accounts for 0.72% of the portfolio, ranked #24.

Harbour Investments first reported a position in SCHX in Q1 2021 and has held it in 21 quarters since. The position peaked at $55.3M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Harbour Investments held 1,819,857 shares of Schwab US Large- Cap ETF worth $53.6M as of Q2 2026.
  • Harbour Investments bought 38,293 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.09M.
  • Schwab US Large- Cap ETF made up 0.72% of Harbour Investments's portfolio in Q2 2026, its #24 holding.
  • Harbour Investments first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Schwab US Large- Cap ETF position peaked at $55.3M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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