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Cauble & Harre Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Cauble & Harre Wealth 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 		$286K Buy
9,869
+17
+0.2% +$476 0.23% 64
2026
Q1 		$280K Sell
9,852
-8,878
-47% -$233K 0.22% 63
2025
Q4 		$491K Buy
+18,730
New +$488K 0.41% 42

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 $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

Cauble & Harre Wealth Management's SCHB Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.17% in Q2 2026, buying an estimated $476 and bringing the position to 9,869 shares worth $286K. The position accounts for 0.23% of the portfolio, ranked #64.

Cauble & Harre Wealth Management first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $491K in Q4 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cauble & Harre Wealth Management held 9,869 shares of Schwab US Broad Market ETF worth $286K as of Q2 2026.
  • Cauble & Harre Wealth Management bought 17 Schwab US Broad Market ETF shares in Q2 2026, an estimated $476.
  • Schwab US Broad Market ETF made up 0.23% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Cauble & Harre Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Schwab US Broad Market ETF position peaked at $491K in Q4 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.