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Carter Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Carter Financial’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 		$333K Hold
11,484
– – 0.25% 22
2026
Q1 		$288K Hold
11,484
– – 0.25% 22
2025
Q4 		$301K Buy
+11,484
New +$299K 0.27% 20

Other funds holding SCHB

Wealthfront Advisers
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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

Carter Financial's SCHB Position: Q2 2026 in Review

Carter Financial held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 11,484 shares worth $333K. The position accounts for 0.25% of the portfolio, ranked #22.

Carter Financial first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Carter Financial held 11,484 shares of Schwab US Broad Market ETF worth $333K as of Q2 2026.
  • Carter Financial left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.25% of Carter Financial's portfolio in Q2 2026, its #22 holding.
  • Carter Financial first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Carter Financial's 13F filing for Q2 2026, filed 13 Aug 2026.