CacheTech Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

CacheTech Inc’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	$2.15M	Sell	74,350 -8,302	-10%	-$232K	0.35%	62
2026 Q1	$2.07M	Buy	82,652 +2,326	+3%	+$61K	0.4%	62
2025 Q4	$2.11M	Sell	80,326 -7,901	-9%	-$206K	0.39%	64
2025 Q3	$2.27M	Sell	88,227 -25,279	-22%	-$626K	0.46%	60
2025 Q2	$2.7M	Buy	113,506 +23,754	+26%	+$523K	0.5%	54
2025 Q1	$1.93M	Buy	89,752 +3,865	+5%	+$87.9K	0.38%	57
2024 Q4	$1.95M	Buy	85,887 +4,671	+6%	+$107K	0.37%	53
2024 Q3	$1.8M	Buy	81,216 +4,728	+6%	+$101K	0.39%	50
2024 Q2	$1.6M	Buy	+76,488	New	+$1.55M	0.37%	47

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

CacheTech Inc's SCHB Position: Q2 2026 in Review

CacheTech Inc reduced its Schwab US Broad Market ETF (SCHB) stake by 10% in Q2 2026, selling an estimated $232K and leaving 74,350 shares worth $2.15M. The position accounts for 0.35% of the portfolio, ranked #62.

CacheTech Inc first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.7M in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

CacheTech Inc held 74,350 shares of Schwab US Broad Market ETF worth $2.15M as of Q2 2026.
CacheTech Inc sold 8,302 Schwab US Broad Market ETF shares in Q2 2026, an estimated $232K.
Schwab US Broad Market ETF made up 0.35% of CacheTech Inc's portfolio in Q2 2026, its #62 holding.
CacheTech Inc first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
CacheTech Inc's Schwab US Broad Market ETF position peaked at $2.7M in Q2 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on CacheTech Inc's 13F filing for Q2 2026, filed 11 Aug 2026.