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Harbour Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Harbour Investments’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.86M Buy
166,855
+17,763
+12% +$411K 0.05% 324
2026
Q1 		$3.46M Buy
149,092
+18,794
+14% +$440K 0.05% 329
2025
Q4 		$3.05M Sell
130,298
-4,086
-3% -$95.9K 0.06% 289
2025
Q3 		$3.15M Buy
134,384
+10,722
+9% +$249K 0.07% 245
2025
Q2 		$2.87M Sell
123,662
-20,285
-14% -$465K 0.07% 244
2025
Q1 		$3.33M Sell
143,947
-8,208
-5% -$188K 0.1% 188
2024
Q4 		$3.45M Sell
152,155
-1,121
-0.7% -$25.9K 0.1% 180
2024
Q3 		$3.64M Sell
153,276
-18,370
-11% -$430K 0.11% 153
2024
Q2 		$3.91M Sell
171,646
-1,212
-0.7% -$27.5K 0.13% 137
2024
Q1 		$3.98M Sell
172,858
-18,152
-10% -$417K 0.14% 138
2023
Q4 		$4.45M Sell
191,010
-55,322
-22% -$1.24M 0.18% 100
2023
Q3 		$5.45M Buy
246,332
+9,570
+4% +$217K 0.27% 65
2023
Q2 		$5.46M Buy
236,762
+69,226
+41% +$1.61M 0.27% 62
2023
Q1 		$3.93M Buy
167,536
+30,178
+22% +$702K 0.21% 80
2022
Q4 		$3.14M Sell
137,358
-1,972
-1% -$44.9K 0.19% 100
2022
Q3 		$3.33M Hold
139,330
– – 0.23% 80
2022
Q2 		$3.33M Buy
+139,330
New +$3.37M 0.23% 80
2021
Q4 		$1.28M Sell
47,678
-45,858
-49% -$1.24M 0.08% 247
2021
Q3 		$2.54M Sell
93,536
-970
-1% -$26.6K 0.08% 219
2021
Q2 		$2.58M Sell
94,506
-99,466
-51% -$2.7M 0.08% 225
2021
Q1 		$5.23M Buy
+193,972
New +$5.32M 0.19% 104

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Harbour Investments's SCHZ Position: Q2 2026 in Review

Harbour Investments increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q2 2026, buying an estimated $411K and bringing the position to 166,855 shares worth $3.86M. The position accounts for 0.05% of the portfolio, ranked #324.

Harbour Investments first reported a position in SCHZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.46M in Q2 2023. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Harbour Investments held 166,855 shares of Schwab US Aggregate Bond ETF worth $3.86M as of Q2 2026.
  • Harbour Investments bought 17,763 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $411K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Harbour Investments's portfolio in Q2 2026, its #324 holding.
  • Harbour Investments first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Schwab US Aggregate Bond ETF position peaked at $5.46M in Q2 2023.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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