Harbor Asset Planning, Inc.: SCHX position timeline

Harbor Asset Planning, Inc. held 95,764 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 95,764 shares

   Change vs previous 13F +225 shares

   2.12% of the 13F portfolio, value $2,818,338.

   13F-HR 0001398344-26-012477 filed by Harbor Asset Planning, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 95,539 shares

   Change vs previous 13F -10 shares

   2.06% of the 13F portfolio, value $2,449,603.

   13F-HR 0001398344-26-006816 filed by Harbor Asset Planning, Inc.
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 95,549 shares

   Change vs previous 13F -1,256 shares

   2.2% of the 13F portfolio, value $2,571,221.

   13F-HR 0001398344-26-001149 filed by Harbor Asset Planning, Inc.
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 96,805 shares

   Change vs previous 13F +242 shares

   2.28% of the 13F portfolio, value $2,549,841.

   13F-HR 0001398344-25-019249 filed by Harbor Asset Planning, Inc.
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 96,563 shares

   Change vs previous 13F not available

   2.25% of the 13F portfolio, value $2,360,003.

   13F-HR 0001398344-25-013949 filed by Harbor Asset Planning, Inc.
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).