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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
Q3 		$4.84M Hold
166,962
– – 1.52% 10
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

SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s SCHB Position: Q3 2026 in Review

Cambridge Financial Group (Arizona) held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 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 12 quarters since. The position peaked at $4.89M in Q3 2025. 66 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Cambridge Financial Group (Arizona) held 166,962 shares of Schwab US Broad Market ETF worth $4.84M as of Q3 2026.
  • Cambridge Financial Group (Arizona) left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up 1.52% of Cambridge Financial Group (Arizona)'s portfolio in Q3 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 12 quarters since.
  • Cambridge Financial Group (Arizona)'s Schwab US Broad Market ETF position peaked at $4.89M in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2026, filed 6 Oct 2026.