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Bleakley Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Bleakley Financial Group’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 		$306K Sell
10,574
-484
-4% -$13.6K ﹤0.01% 880
2026
Q1 		$278K Buy
+11,058
New +$290K ﹤0.01% 716
2025
Q1 		– Sell
-10,687
Closed -$243K – 900
2024
Q4 		$243K Buy
+10,687
New +$244K 0.01% 885

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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 $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

Bleakley Financial Group's SCHB Position: Q2 2026 in Review

Bleakley Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 4.4% in Q2 2026, selling an estimated $13.6K and leaving 10,574 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Bleakley Financial Group first reported a position in SCHB in Q4 2024 and has held it in 3 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bleakley Financial Group held 10,574 shares of Schwab US Broad Market ETF worth $306K as of Q2 2026.
  • Bleakley Financial Group sold 484 Schwab US Broad Market ETF shares in Q2 2026, an estimated $13.6K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #880 holding.
  • Bleakley Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.