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Black Diamond Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Black Diamond Financial’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 		$666K Buy
22,994
+226
+1% +$6.33K 0.06% 99
2026
Q1 		$572K Buy
22,768
+2,720
+14% +$71.4K 0.06% 101
2025
Q4 		$526K Buy
20,048
+296
+1% +$7.71K 0.06% 100
2025
Q3 		$508K Buy
19,752
+47
+0.2% +$1.16K 0.06% 97
2025
Q2 		$470K Buy
19,705
+162
+0.8% +$3.57K 0.07% 87
2025
Q1 		$421K Buy
19,543
+1,460
+8% +$33.2K 0.06% 100
2024
Q4 		$410K Buy
18,083
+1,256
+7% +$28.7K 0.06% 97
2024
Q3 		$373K Sell
16,827
-2,043
-11% -$43.6K 0.06% 98
2024
Q2 		$395K Buy
18,870
+1,545
+9% +$31.3K 0.08% 96
2024
Q1 		$321K Hold
17,325
– – 0.09% 83
2023
Q4 		$321K Buy
17,325
+78
+0.5% +$1.35K 0.09% 83
2023
Q3 		$287K Buy
17,247
+108
+0.6% +$1.87K 0.09% 85
2023
Q2 		$295K Buy
17,139
+999
+6% +$16.3K 0.09% 87
2023
Q1 		$257K Buy
16,140
+138
+0.9% +$2.16K 0.08% 90
2022
Q4 		$239K Buy
16,002
+42
+0.3% +$631 0.09% 94
2022
Q3 		$223K Buy
15,960
+228
+1% +$3.55K 0.09% 97
2022
Q2 		$232K Buy
15,732
+249
+2% +$4K 0.09% 103
2022
Q1 		$276K Buy
15,483
+597
+4% +$10.5K 0.09% 97
2021
Q4 		$280K Buy
14,886
+72
+0.5% +$1.32K 0.09% 78
2021
Q3 		$256K Buy
14,814
+18
+0.1% +$320 0.12% 66
2021
Q2 		$257K Buy
14,796
+18
+0.1% +$305 0.1% 73
2021
Q1 		$238K Buy
14,778
+306
+2% +$4.82K 0.1% 74
2020
Q4 		$220K Buy
+14,472
New +$206K 0.1% 73

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

Black Diamond Financial's SCHB Position: Q2 2026 in Review

Black Diamond Financial increased its Schwab US Broad Market ETF (SCHB) stake by 0.99% in Q2 2026, buying an estimated $6.33K and bringing the position to 22,994 shares worth $666K. The position accounts for 0.06% of the portfolio, ranked #99.

Black Diamond Financial first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Black Diamond Financial held 22,994 shares of Schwab US Broad Market ETF worth $666K as of Q2 2026.
  • Black Diamond Financial bought 226 Schwab US Broad Market ETF shares in Q2 2026, an estimated $6.33K.
  • Schwab US Broad Market ETF made up 0.06% of Black Diamond Financial's portfolio in Q2 2026, its #99 holding.
  • Black Diamond Financial first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.