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Caliber Wealth Management (Kansas)’s Schwab US Broad Market ETF SCHB Stock Holding History

Caliber Wealth Management (Kansas)’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 		$211K Buy
+7,302
New +$204K 0.02% 285
2025
Q3 		– Sell
-8,575
Closed -$204K – 286
2025
Q2 		$204K Buy
+8,575
New +$189K 0.02% 272

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Caliber Wealth Management (Kansas)'s SCHB Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,302 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #285 among its holdings. This is a return to the name: Caliber Wealth Management (Kansas) previously reported a position in SCHB as recently as Q2 2025.

Caliber Wealth Management (Kansas) first reported a position in SCHB in Q2 2025 and has held it in 2 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 7,302 shares of Schwab US Broad Market ETF worth $211K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Caliber Wealth Management (Kansas) position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #285 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.