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Burk Holdings’s Schwab US Broad Market ETF SCHB Stock Holding History

Burk Holdings’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 		$24 Sell
1
-1
-50% -$28 ﹤0.01% 642
2026
Q1 		$46 Buy
+2
New +$52 ﹤0.01% 675

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UBS Group
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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

Burk Holdings's SCHB Position: Q2 2026 in Review

Burk Holdings reduced its Schwab US Broad Market ETF (SCHB) stake by 50% in Q2 2026, selling an estimated $28 and leaving 1 share worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Burk Holdings first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. The position peaked at $46 in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Burk Holdings held 1 share of Schwab US Broad Market ETF worth $24 as of Q2 2026.
  • Burk Holdings sold 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #642 holding.
  • Burk Holdings first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Burk Holdings's Schwab US Broad Market ETF position peaked at $46 in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.