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Cambridge Financial Group (Arizona)’s Schwab US Broad Market ETF SCHB Stock Holding History

Cambridge Financial Group (Arizona)’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 		$4.84M Sell
166,962
-7,222
-4% -$202K 1.52% 10
2026
Q1 		$4.37M Sell
174,184
-16,166
-8% -$424K 1.48% 10
2025
Q4 		$4.63M Sell
190,350
-43
-0% -$1.12K 1.61% 14
2025
Q3 		$4.89M Buy
190,393
+511
+0.3% +$12.6K 1.58% 13
2025
Q2 		$4.52M Buy
189,882
+57,856
+44% +$1.27M 1.7% 13
2025
Q1 		$2.84M Buy
132,026
+2,369
+2% +$53.9K 1.21% 19
2024
Q4 		$2.94M Sell
129,657
-2,814
-2% -$64.3K 1.26% 19
2024
Q3 		$2.94M Sell
132,471
-10,020
-7% -$214K 1.22% 19
2024
Q2 		$2.99M Buy
142,491
+2,340
+2% +$47.4K 1.36% 18
2024
Q1 		$2.85M Sell
140,151
-309
-0.2% -$5.98K 1.36% 17
2023
Q4 		$2.61M Buy
+140,460
New +$2.43M 1.36% 20

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
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

Cambridge Financial Group (Arizona)'s SCHB Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Schwab US Broad Market ETF (SCHB) stake by 4.1% in Q2 2026, selling an estimated $202K and leaving 166,962 shares worth $4.84M. The position accounts for 1.52% of the portfolio, ranked #10.

Cambridge Financial Group (Arizona) first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.89M in Q3 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 166,962 shares of Schwab US Broad Market ETF worth $4.84M as of Q2 2026.
  • Cambridge Financial Group (Arizona) sold 7,222 Schwab US Broad Market ETF shares in Q2 2026, an estimated $202K.
  • Schwab US Broad Market ETF made up 1.52% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #10 holding.
  • Cambridge Financial Group (Arizona) first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Cambridge Financial Group (Arizona)'s Schwab US Broad Market ETF position peaked at $4.89M in Q3 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.