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Cahill Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Cahill Financial Advisors’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 		$706K Sell
24,379
-2,881
-11% -$80.7K 0.07% 155
2026
Q1 		$684K Sell
27,260
-6,362
-19% -$167K 0.07% 153
2025
Q4 		$882K Sell
33,622
-7,433
-18% -$193K 0.1% 136
2025
Q3 		$1.06M Buy
41,055
+3,117
+8% +$77.2K 0.12% 122
2025
Q2 		$904K Buy
37,938
+75
+0.2% +$1.65K 0.11% 129
2025
Q1 		$815K Sell
37,863
-1,847
-5% -$42K 0.11% 132
2024
Q4 		$901K Buy
39,710
+25,865
+187% +$591K 0.12% 125
2024
Q3 		$307K Buy
13,845
+63
+0.5% +$1.34K 0.04% 207
2024
Q2 		$289K Hold
13,782
– – 0.04% 217
2024
Q1 		$280K Buy
13,782
+30
+0.2% +$581 0.04% 224
2023
Q4 		$255K Buy
13,752
+45
+0.3% +$777 0.04% 216
2023
Q3 		$228K Buy
13,707
+33
+0.2% +$571 0.04% 223
2023
Q2 		$236K Buy
13,674
+45
+0.3% +$734 0.04% 218
2023
Q1 		$217K Buy
13,629
+45
+0.3% +$704 0.04% 222
2022
Q4 		$203K Sell
13,584
-3,849
-22% -$57.8K 0.04% 219
2022
Q3 		$244K Buy
17,433
+63
+0.4% +$980 0.05% 194
2022
Q2 		$256K Buy
17,370
+54
+0.3% +$867 0.05% 188
2022
Q1 		$308K Buy
17,316
+36
+0.2% +$632 0.06% 187
2021
Q4 		$326K Buy
17,280
+48
+0.3% +$883 0.06% 184
2021
Q3 		$298K Sell
17,232
-8,238
-32% -$147K 0.06% 186
2021
Q2 		$443K Sell
25,470
-720
-3% -$12.2K 0.1% 153
2021
Q1 		$422K Sell
26,190
-3,108
-11% -$49K 0.1% 147
2020
Q4 		$444K Sell
29,298
-1,050
-3% -$15K 0.11% 140
2020
Q3 		$403K Buy
30,348
+162
+0.5% +$2.13K 0.15% 120
2020
Q2 		$370K Buy
30,186
+768
+3% +$8.85K 0.14% 124
2020
Q1 		$297K Sell
29,418
-42
-0.1% -$508 0.14% 123
2019
Q4 		$378K Sell
29,460
-2,676
-8% -$32.8K 0.14% 124
2019
Q3 		$381K Buy
32,136
+108
+0.3% +$1.28K 0.15% 117
2019
Q2 		$377K Sell
32,028
-4,314
-12% -$49.8K 0.15% 115
2019
Q1 		$413K Sell
36,342
-37,938
-51% -$414K 0.17% 108
2018
Q4 		$742K Buy
74,280
+2,232
+3% +$24.1K 0.37% 73
2018
Q3 		$846K Buy
72,048
+1,368
+2% +$15.8K 0.37% 69
2018
Q2 		$778K Sell
70,680
-30
-0% -$328 0.36% 72
2018
Q1 		$752K Buy
70,710
+1,908
+3% +$21K 0.36% 75
2017
Q4 		$740K Buy
68,802
+228
+0.3% +$2.39K 0.37% 71
2017
Q3 		$697K Sell
68,574
-4,140
-6% -$41.1K 0.37% 70
2017
Q2 		$709K Sell
72,714
-6,828
-9% -$65.9K 0.39% 63
2017
Q1 		$757K Buy
79,542
+816
+1% +$7.66K 0.44% 59
2016
Q4 		$711K Buy
78,726
+15,084
+24% +$133K 0.43% 59
2016
Q3 		$555K Buy
63,642
+1,746
+3% +$15.2K 0.36% 70
2016
Q2 		$519K Buy
61,896
+3,882
+7% +$32.2K 0.36% 72
2016
Q1 		$477K Buy
58,014
+4,578
+9% +$35.6K 0.36% 71
2015
Q4 		$437K Buy
53,436
+4,272
+9% +$35.2K 0.36% 70
2015
Q3 		$381K Buy
49,164
+396
+0.8% +$3.25K 0.31% 79
2015
Q2 		$409K Sell
48,768
-2,958
-6% -$25.3K 0.31% 78
2015
Q1 		$436K Buy
51,726
+6,618
+15% +$55.3K 0.33% 72
2014
Q4 		$375K Buy
45,108
+1,086
+2% +$8.79K 0.29% 78
2014
Q3 		$349K Buy
44,022
+126
+0.3% +$1.01K 0.28% 78
2014
Q2 		$350K Buy
43,896
+3,690
+9% +$28.5K 0.27% 81
2014
Q1 		$307K Buy
40,206
+5,676
+16% +$42.5K 0.26% 86
2013
Q4 		$260K Buy
+34,530
New +$248K 0.23% 92

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Cahill Financial Advisors's SCHB Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 11% in Q2 2026, selling an estimated $80.7K and leaving 24,379 shares worth $706K. The position accounts for 0.07% of the portfolio, ranked #155.

Cahill Financial Advisors first reported a position in SCHB in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.06M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cahill Financial Advisors held 24,379 shares of Schwab US Broad Market ETF worth $706K as of Q2 2026.
  • Cahill Financial Advisors sold 2,881 Schwab US Broad Market ETF shares in Q2 2026, an estimated $80.7K.
  • Schwab US Broad Market ETF made up 0.07% of Cahill Financial Advisors's portfolio in Q2 2026, its #155 holding.
  • Cahill Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2013 and has held it in 51 quarters since.
  • Cahill Financial Advisors's Schwab US Broad Market ETF position peaked at $1.06M in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.