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BridgePort Financial Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

BridgePort Financial Solutions’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 		– Sell
-9,304
Closed -$234K – 250
2026
Q1 		$234K Sell
9,304
-57
-0.6% -$1.5K 0.07% 207
2025
Q4 		$246K Buy
9,361
+136
+1% +$3.54K 0.07% 206
2025
Q3 		$237K Hold
9,225
– – 0.06% 210
2025
Q2 		$220K Buy
+9,225
New +$203K 0.07% 180

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R
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SCM
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UBS AM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BridgePort Financial Solutions's SCHB Position: Q2 2026 in Review

BridgePort Financial Solutions sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 9,304 shares — an estimated $234K sold.

BridgePort Financial Solutions first reported a position in SCHB in Q2 2025 and held it in 4 quarters. The position peaked at $246K in Q4 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • BridgePort Financial Solutions reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • BridgePort Financial Solutions sold 9,304 Schwab US Broad Market ETF shares in Q2 2026, an estimated $234K.
  • BridgePort Financial Solutions first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 4 quarters.
  • BridgePort Financial Solutions's Schwab US Broad Market ETF position peaked at $246K in Q4 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.