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

Barden Capital 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 		$2.47M Buy
85,313
+331
+0.4% +$9.27K 2.28% 14
2026
Q1 		$2.13M Sell
84,982
-2,612
-3% -$68.5K 1.82% 20
2025
Q4 		$2.3M Buy
87,594
+4,077
+5% +$106K 1.89% 17
2025
Q3 		$2.15M Sell
83,517
-5,256
-6% -$130K 1.78% 18
2025
Q2 		$2.12M Buy
88,773
+3,929
+5% +$86.5K 1.85% 20
2025
Q1 		$1.83M Buy
84,844
+3,922
+5% +$89.2K 1.63% 22
2024
Q4 		$1.84M Buy
80,922
+1,548
+2% +$35.4K 1.58% 24
2024
Q3 		$1.76M Buy
79,374
+3,321
+4% +$70.9K 1.55% 25
2024
Q2 		$1.59M Buy
76,053
+792
+1% +$16K 1.5% 26
2024
Q1 		$1.53M Sell
75,261
-4,644
-6% -$89.9K 1.48% 27
2023
Q4 		$1.33M Hold
79,905
– – 1.08% 35
2023
Q3 		$1.33M Buy
79,905
+3,492
+5% +$60.4K 1.29% 30
2023
Q2 		$1.32M Buy
+76,413
New +$1.25M 1.45% 28

Other funds holding SCHB

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Barden Capital Management's SCHB Position: Q2 2026 in Review

Barden Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.39% in Q2 2026, buying an estimated $9.27K and bringing the position to 85,313 shares worth $2.47M. The position accounts for 2.28% of the portfolio, ranked #14.

Barden Capital Management first reported a position in SCHB in Q2 2023 and has held it in 13 quarters since. 911 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Barden Capital Management held 85,313 shares of Schwab US Broad Market ETF worth $2.47M as of Q2 2026.
  • Barden Capital Management bought 331 Schwab US Broad Market ETF shares in Q2 2026, an estimated $9.27K.
  • Schwab US Broad Market ETF made up 2.28% of Barden Capital Management's portfolio in Q2 2026, its #14 holding.
  • Barden Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 911 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.