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Builder Investment Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Builder Investment 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 		$926K Buy
31,992
+422
+1% +$11.8K 0.18% 59
2026
Q1 		$792K Buy
31,570
+416
+1% +$10.9K 0.17% 58
2025
Q4 		$817K Buy
31,154
+717
+2% +$18.7K 0.18% 56
2025
Q3 		$783K Buy
30,437
+306
+1% +$7.57K 0.18% 57
2025
Q2 		$718K Buy
30,131
+491
+2% +$10.8K 0.18% 57
2025
Q1 		$638K Buy
29,640
+1,149
+4% +$26.1K 0.18% 58
2024
Q4 		$647K Sell
28,491
-189
-0.7% -$4.32K 0.18% 60
2024
Q3 		$636K Buy
28,680
+729
+3% +$15.6K 0.17% 59
2024
Q2 		$586K Buy
27,951
+558
+2% +$11.3K 0.16% 60
2024
Q1 		$557K Buy
27,393
+822
+3% +$15.9K 0.16% 59
2023
Q4 		$493K Buy
26,571
+804
+3% +$13.9K 0.18% 61
2023
Q3 		$428K Buy
25,767
+525
+2% +$9.09K 0.17% 66
2023
Q2 		$435K Buy
25,242
+2,040
+9% +$33.3K 0.17% 63
2023
Q1 		$370K Buy
23,202
+489
+2% +$7.65K 0.16% 66
2022
Q4 		$339K Buy
+22,713
New +$341K 0.16% 67

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Builder Investment Group's SCHB Position: Q2 2026 in Review

Builder Investment Group increased its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q2 2026, buying an estimated $11.8K and bringing the position to 31,992 shares worth $926K. The position accounts for 0.18% of the portfolio, ranked #59.

Builder Investment Group first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 370 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Builder Investment Group held 31,992 shares of Schwab US Broad Market ETF worth $926K as of Q2 2026.
  • Builder Investment Group bought 422 Schwab US Broad Market ETF shares in Q2 2026, an estimated $11.8K.
  • Schwab US Broad Market ETF made up 0.18% of Builder Investment Group's portfolio in Q2 2026, its #59 holding.
  • Builder Investment Group first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 370 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.