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Burney Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Burney Company’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 		$227K Buy
+7,836
New +$219K 0.01% 582

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Burney Company's SCHB Position: Q2 2026 in Review

Burney Company opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,836 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings.

289 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Burney Company held 7,836 shares of Schwab US Broad Market ETF worth $227K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Burney Company position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #582 holding.
  • 289 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.