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Attessa Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Attessa Capital’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 		$1.39M Sell
48,135
-470
-1% -$13.2K 0.63% 17
2026
Q1 		$1.22M Sell
48,605
-3,417
-7% -$89.7K 0.66% 15
2025
Q4 		$1.36M Sell
52,022
-1,121
-2% -$29.2K 0.75% 14
2025
Q3 		$1.37M Sell
53,143
-87
-0.2% -$2.15K 0.81% 14
2025
Q2 		$1.27M Sell
53,230
-2,908
-5% -$64.1K 0.81% 13
2025
Q1 		$1.21M Sell
56,138
-21,470
-28% -$488K 0.79% 18
2024
Q4 		$1.76M Buy
+77,608
New +$1.77M 1.2% 18

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Attessa Capital's SCHB Position: Q2 2026 in Review

Attessa Capital reduced its Schwab US Broad Market ETF (SCHB) stake by 0.97% in Q2 2026, selling an estimated $13.2K and leaving 48,135 shares worth $1.39M. The position accounts for 0.63% of the portfolio, ranked #17.

Attessa Capital first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q4 2024. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Attessa Capital held 48,135 shares of Schwab US Broad Market ETF worth $1.39M as of Q2 2026.
  • Attessa Capital sold 470 Schwab US Broad Market ETF shares in Q2 2026, an estimated $13.2K.
  • Schwab US Broad Market ETF made up 0.63% of Attessa Capital's portfolio in Q2 2026, its #17 holding.
  • Attessa Capital first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Attessa Capital's Schwab US Broad Market ETF position peaked at $1.76M in Q4 2024.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Attessa Capital's 13F filing for Q2 2026, filed 8 Jul 2026.