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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
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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HCM
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HDIM
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HWM
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EA
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HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

Ares Financial Consulting's SCHB Position: Q2 2026 in Review

Ares Financial Consulting increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q2 2026, buying an estimated $56 and bringing the position to 155,953 shares worth $172K. The position accounts for 0.12% of the portfolio, ranked #94.

Ares Financial Consulting first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 846 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Ares Financial Consulting held 155,953 shares of Schwab US Broad Market ETF worth $172K as of Q2 2026.
  • Ares Financial Consulting bought 2 Schwab US Broad Market ETF shares in Q2 2026, an estimated $56.
  • Schwab US Broad Market ETF made up 0.12% of Ares Financial Consulting's portfolio in Q2 2026, its #94 holding.
  • Ares Financial Consulting first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 846 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.