Ares Financial Consulting
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Ares Financial Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History

Ares Financial Consulting’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
Q3 		$172K Buy
155,954
+1
+0% +$29 0.12% 88
2026
Q2 		$172K Buy
155,953
+2
+0% +$56 0.12% 94
2026
Q1 		$170K Hold
155,951
– – 0.13% 87
2025
Q4 		$171K Buy
+155,951
New +$4.06M 0.16% 79

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Ares Financial Consulting's SCHB Position: Q3 2026 in Review

Ares Financial Consulting increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q3 2026, buying an estimated $29 and bringing the position to 155,954 shares worth $172K. The position accounts for 0.12% of the portfolio, ranked #88.

Ares Financial Consulting first reported a position in SCHB in Q4 2025 and has held it in 4 quarters since. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Ares Financial Consulting held 155,954 shares of Schwab US Broad Market ETF worth $172K as of Q3 2026.
  • Ares Financial Consulting bought 1 Schwab US Broad Market ETF share in Q3 2026, an estimated $29.
  • Schwab US Broad Market ETF made up 0.12% of Ares Financial Consulting's portfolio in Q3 2026, its #88 holding.
  • Ares Financial Consulting first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.