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Aull & Monroe Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Aull & Monroe Investment Management’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 		$572K Buy
19,739
+154
+0.8% +$4.31K 0.24% 80
2026
Q1 		$492K Buy
19,585
+2
+0% +$52 0.23% 79
2025
Q4 		$514K Sell
19,583
-200
-1% -$5.21K 0.26% 74
2025
Q3 		$509K Buy
19,783
+220
+1% +$5.45K 0.26% 78
2025
Q2 		$466K Sell
19,563
-222
-1% -$4.89K 0.25% 78
2025
Q1 		$426K Hold
19,785
– – 0.21% 86
2024
Q4 		$449K Hold
19,785
– – 0.23% 84
2024
Q3 		$439K Sell
19,785
-2,100
-10% -$44.8K 0.2% 92
2024
Q2 		$459K Hold
21,885
– – 0.22% 88
2024
Q1 		$445K Buy
21,885
+393
+2% +$7.61K 0.2% 91
2023
Q4 		$399K Hold
21,492
– – 0.2% 93
2023
Q3 		$357K Buy
21,492
+960
+5% +$16.6K 0.19% 92
2023
Q2 		$354K Hold
20,532
– – 0.18% 98
2023
Q1 		$327K Sell
20,532
-480
-2% -$7.5K 0.17% 99
2022
Q4 		$314K Hold
21,012
– – 0.16% 101
2022
Q3 		$294K Sell
21,012
-480
-2% -$7.47K 0.16% 102
2022
Q2 		$317K Hold
21,492
– – 0.16% 105
2022
Q1 		$382K Hold
21,492
– – 0.17% 100
2021
Q4 		$405K Buy
21,492
+210
+1% +$3.86K 0.18% 99
2021
Q3 		$368K Buy
21,282
+390
+2% +$6.94K 0.18% 99
2021
Q2 		$363K Hold
20,892
– – 0.17% 105
2021
Q1 		$337K Sell
20,892
-2,490
-11% -$39.3K 0.16% 103
2020
Q4 		$355K Buy
23,382
+186
+0.8% +$2.65K 0.19% 100
2020
Q3 		$308K Sell
23,196
-240
-1% -$3.16K 0.18% 102
2020
Q2 		$287K Hold
23,436
– – 0.18% 106
2020
Q1 		$236K Hold
23,436
– – 0.16% 107
2019
Q4 		$300K Hold
23,436
– – 0.15% 108
2019
Q3 		$277K Hold
23,436
– – 0.15% 110
2019
Q2 		$275K Hold
23,436
– – 0.15% 112
2019
Q1 		$266K Sell
23,436
-600
-2% -$6.55K 0.14% 111
2018
Q4 		$240K Buy
24,036
+240
+1% +$2.6K 0.14% 113
2018
Q3 		$279K Buy
23,796
+2,934
+14% +$33.8K 0.13% 118
2018
Q2 		$229K Buy
+20,862
New +$228K 0.12% 121
2018
Q1 		– Sell
-20,352
Closed -$219K – 132
2017
Q4 		$219K Sell
20,352
-420
-2% -$4.4K 0.11% 127
2017
Q3 		$211K Buy
+20,772
New +$206K 0.11% 126
2016
Q4 		– Sell
-24,852
Closed -$217K – 129
2016
Q3 		$217K Hold
24,852
– – 0.12% 121
2016
Q2 		$208K Sell
24,852
-450
-2% -$3.73K 0.12% 117
2016
Q1 		$208K Sell
25,302
-600
-2% -$4.66K 0.12% 116
2015
Q4 		$212K Buy
+25,902
New +$214K 0.13% 117
2015
Q3 		– Sell
-25,182
Closed -$215K – 119
2015
Q2 		$215K Buy
+25,182
New +$215K 0.13% 117

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
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 $104B AUM 28.3% 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

Aull & Monroe Investment Management's SCHB Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.79% in Q2 2026, buying an estimated $4.31K and bringing the position to 19,739 shares worth $572K. The position accounts for 0.24% of the portfolio, ranked #80.

Aull & Monroe Investment Management first reported a position in SCHB in Q2 2015 and has held it in 40 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Aull & Monroe Investment Management held 19,739 shares of Schwab US Broad Market ETF worth $572K as of Q2 2026.
  • Aull & Monroe Investment Management bought 154 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.31K.
  • Schwab US Broad Market ETF made up 0.24% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #80 holding.
  • Aull & Monroe Investment Management first reported a position in Schwab US Broad Market ETF in Q2 2015 and has held it in 40 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.