Cardinal Point Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Cardinal Point Capital Management’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	$246K	Hold	8,481	–	–	0.01%	264
2026 Q1	$213K	Hold	8,481	–	–	0.01%	280
2025 Q4	$222K	Sell	8,481 -124	-1%	-$3.23K	0.01%	242
2025 Q3	$220K	Sell	8,605 -209,011	-96%	-$5.17M	0.02%	247
2025 Q2	$218K	Buy	+217,616	New	+$4.79M	0.02%	224
2023 Q3	–	Sell	-15,177	Closed	-$262K	–	74
2023 Q2	$262K	Buy	+15,177	New	+$247K	0.08%	56

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Cardinal Point Capital Management's SCHB Position: Q2 2026 in Review

Cardinal Point Capital Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 8,481 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #264.

Cardinal Point Capital Management first reported a position in SCHB in Q2 2023 and has held it in 6 quarters since. The position peaked at $262K in Q2 2023. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Cardinal Point Capital Management held 8,481 shares of Schwab US Broad Market ETF worth $246K as of Q2 2026.
Cardinal Point Capital Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #264 holding.
Cardinal Point Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 6 quarters since.
Cardinal Point Capital Management's Schwab US Broad Market ETF position peaked at $262K in Q2 2023.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.