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Bennett Selby Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Bennett Selby Investments’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 		$631K Buy
21,779
+3
+0% +$84 0.2% 55
2026
Q1 		$547K Buy
21,776
+37
+0.2% +$971 0.19% 59
2025
Q4 		$570K Buy
+21,739
New +$566K 0.18% 60

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
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
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

Bennett Selby Investments's SCHB Position: Q2 2026 in Review

Bennett Selby Investments increased its Schwab US Broad Market ETF (SCHB) stake by 0.01% in Q2 2026, buying an estimated $84 and bringing the position to 21,779 shares worth $631K. The position accounts for 0.2% of the portfolio, ranked #55.

Bennett Selby Investments first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 797 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bennett Selby Investments held 21,779 shares of Schwab US Broad Market ETF worth $631K as of Q2 2026.
  • Bennett Selby Investments bought 3 Schwab US Broad Market ETF shares in Q2 2026, an estimated $84.
  • Schwab US Broad Market ETF made up 0.2% of Bennett Selby Investments's portfolio in Q2 2026, its #55 holding.
  • Bennett Selby Investments first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 797 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.