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Caldwell Sutter Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Caldwell Sutter Capital’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 		$11.8K Buy
408
+150
+58% +$4.2K ﹤0.01% 585
2026
Q1 		$6.48K Buy
+258
New +$6.77K ﹤0.01% 613

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

Caldwell Sutter Capital's SCHB Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Schwab US Broad Market ETF (SCHB) stake by 58% in Q2 2026, buying an estimated $4.2K and bringing the position to 408 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Caldwell Sutter Capital first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Caldwell Sutter Capital held 408 shares of Schwab US Broad Market ETF worth $11.8K as of Q2 2026.
  • Caldwell Sutter Capital bought 150 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.2K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #585 holding.
  • Caldwell Sutter Capital first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.