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Aurora Investment Managers’s Schwab US Broad Market ETF SCHB Stock Holding History

Aurora Investment Managers’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 		$258K Buy
+8,918
New +$250K 0.16% 50
2026
Q1 		– Sell
-8,906
Closed -$234K – 45
2025
Q4 		$234K Hold
8,906
– – 0.13% 44
2025
Q3 		$229K Sell
8,906
-4
-0% -$99 0.12% 46
2025
Q2 		$212K Buy
+8,910
New +$196K 0.13% 47
2025
Q1 		– Sell
-12,510
Closed -$284K – 46
2024
Q4 		$284K Hold
12,510
– – 0.18% 43
2024
Q3 		$277K Sell
12,510
-48
-0.4% -$1.02K 0.18% 43
2024
Q2 		$263K Hold
12,558
– – 0.19% 46
2024
Q1 		$256K Hold
12,558
– – 0.19% 51
2023
Q4 		$233K Sell
12,558
-3
-0% -$52 0.18% 45
2023
Q3 		$209K Hold
12,561
– – 0.18% 43
2023
Q2 		$216K Sell
12,561
-108
-0.9% -$1.76K 0.16% 44
2023
Q1 		$202K Sell
12,669
-1,767
-12% -$27.6K 0.18% 46
2022
Q4 		$216K Sell
14,436
-627
-4% -$9.42K 0.22% 47
2022
Q3 		$211K Buy
15,063
+24
+0.2% +$373 0.21% 48
2022
Q2 		$222K Buy
15,039
+81
+0.5% +$1.3K 0.21% 50
2022
Q1 		$266K Buy
+14,958
New +$263K 0.2% 47
2020
Q2 		– Sell
-107,694
Closed -$1.08M – 44
2020
Q1 		$1.08M Sell
107,694
-1,572
-1% -$19K 1.2% 26
2019
Q4 		$1.4M Buy
+109,266
New +$1.34M 1.37% 27

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

Aurora Investment Managers's SCHB Position: Q2 2026 in Review

Aurora Investment Managers opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 8,918 shares worth $258K. The stake represents 0.16% of the portfolio and ranks #50 among its holdings. This is a return to the name: Aurora Investment Managers previously reported a position in SCHB as recently as Q4 2025.

Aurora Investment Managers first reported a position in SCHB in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.4M in Q4 2019. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Aurora Investment Managers held 8,918 shares of Schwab US Broad Market ETF worth $258K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Aurora Investment Managers position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.16% of Aurora Investment Managers's portfolio in Q2 2026, its #50 holding.
  • Aurora Investment Managers first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 18 quarters since.
  • Aurora Investment Managers's Schwab US Broad Market ETF position peaked at $1.4M in Q4 2019.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aurora Investment Managers's 13F filing for Q2 2026, filed 8 Jul 2026.