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Brady Family Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Brady Family Wealth’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 		$398K Buy
+13,746
New +$385K 0.11% 87

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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Brady Family Wealth's SCHB Position: Q2 2026 in Review

Brady Family Wealth opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 13,746 shares worth $398K. The stake represents 0.11% of the portfolio and ranks #87 among its holdings.

1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Brady Family Wealth held 13,746 shares of Schwab US Broad Market ETF worth $398K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Brady Family Wealth position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.11% of Brady Family Wealth's portfolio in Q2 2026, its #87 holding.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.