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Cary Street Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Cary Street Partners’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 		$479K Buy
16,557
+1
+0% +$28 0.01% 680
2026
Q1 		$416K Sell
16,556
-27,914
-63% -$732K 0.01% 635
2025
Q4 		$1.17M Buy
+44,470
New +$1.16M 0.03% 411

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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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 $104B AUM 28.3% 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

Cary Street Partners's SCHB Position: Q2 2026 in Review

Cary Street Partners increased its Schwab US Broad Market ETF (SCHB) stake by 0.01% in Q2 2026, buying an estimated $28 and bringing the position to 16,557 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #680.

Cary Street Partners first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cary Street Partners held 16,557 shares of Schwab US Broad Market ETF worth $479K as of Q2 2026.
  • Cary Street Partners bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #680 holding.
  • Cary Street Partners first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Cary Street Partners's Schwab US Broad Market ETF position peaked at $1.17M in Q4 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.