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Alley Investment Management Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Alley Investment Management Company’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Hold
9,566
– – 0.03% 83
2026
Q1 		$240K Sell
9,566
-370
-4% -$9.71K 0.03% 82
2025
Q4 		$261K Hold
9,936
– – 0.03% 86
2025
Q3 		$255K Sell
9,936
-750
-7% -$18.6K 0.03% 83
2025
Q2 		$255K Hold
10,686
– – 0.03% 82
2025
Q1 		$230K Hold
10,686
– – 0.03% 85
2024
Q4 		$243K Hold
10,686
– – 0.03% 83
2024
Q3 		$237K Hold
10,686
– – 0.03% 83
2024
Q2 		$224K Hold
10,686
– – 0.03% 84
2024
Q1 		$217K Buy
+10,686
New +$207K 0.03% 83

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Betterment LLC
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R
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SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Alley Investment Management Company's SCHB Position: Q2 2026 in Review

Alley Investment Management Company held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 9,566 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #83.

Alley Investment Management Company first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Alley Investment Management Company held 9,566 shares of Schwab US Broad Market ETF worth $277K as of Q2 2026.
  • Alley Investment Management Company left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of Alley Investment Management Company's portfolio in Q2 2026, its #83 holding.
  • Alley Investment Management Company first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.