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CDM Financial Counseling Services’s Schwab US Broad Market ETF SCHB Stock Holding History

CDM Financial Counseling Services’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 		$414K Hold
14,280
– – 0.36% 59
2026
Q1 		$358K Hold
14,280
– – 0.34% 63
2025
Q4 		$375K Buy
+14,280
New +$372K 0.35% 63

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R
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SCM
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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

CDM Financial Counseling Services's SCHB Position: Q2 2026 in Review

CDM Financial Counseling Services held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 14,280 shares worth $414K. The position accounts for 0.36% of the portfolio, ranked #59.

CDM Financial Counseling Services first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • CDM Financial Counseling Services held 14,280 shares of Schwab US Broad Market ETF worth $414K as of Q2 2026.
  • CDM Financial Counseling Services left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.36% of CDM Financial Counseling Services's portfolio in Q2 2026, its #59 holding.
  • CDM Financial Counseling Services first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.