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Byrne Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Byrne Asset Management’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
Q3 		$59.5K Buy
2,026
+6
+0.3% +$176 0.03% 267
2026
Q2 		$58.5K Buy
+2,020
New +$56.5K 0.03% 280

Other funds holding SCHB

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Byrne Asset Management's SCHB Position: Q3 2026 in Review

Byrne Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.3% in Q3 2026, buying an estimated $176 and bringing the position to 2,026 shares worth $59.5K. The position accounts for 0.03% of the portfolio, ranked #267.

Byrne Asset Management first reported a position in SCHB in Q2 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Byrne Asset Management held 2,026 shares of Schwab US Broad Market ETF worth $59.5K as of Q3 2026.
  • Byrne Asset Management bought 6 Schwab US Broad Market ETF shares in Q3 2026, an estimated $176.
  • Schwab US Broad Market ETF made up 0.03% of Byrne Asset Management's portfolio in Q3 2026, its #267 holding.
  • Byrne Asset Management first reported a position in Schwab US Broad Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.