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Choreo LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Choreo LLC’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 		$3.73M Buy
128,669
+9,096
+8% +$255K 0.04% 279
2026
Q1 		$3M Sell
119,573
-11,223
-9% -$294K 0.04% 301
2025
Q4 		$3.46M Buy
130,796
+2,132
+2% +$55.5K 0.04% 257
2025
Q3 		$3.31M Sell
128,664
-308
-0.2% -$7.62K 0.04% 269
2025
Q2 		$3.07M Buy
128,972
+60,210
+88% +$1.33M 0.04% 272
2025
Q1 		$1.48M Sell
68,762
-15,180
-18% -$345K 0.02% 431
2024
Q4 		$2.53M Sell
83,942
-62,569
-43% -$1.43M 0.04% 296
2024
Q3 		$3.22M Sell
146,511
-522
-0.4% -$11.1K 0.05% 256
2024
Q2 		$3.08M Buy
147,033
+49,806
+51% +$1.01M 0.05% 234
2024
Q1 		$1.98M Buy
97,227
+20,082
+26% +$389K 0.05% 178
2023
Q4 		$1.43M Buy
77,145
+69
+0.1% +$1.19K 0.04% 213
2023
Q3 		$1.28M Buy
77,076
+3,474
+5% +$60.1K 0.05% 177
2023
Q2 		$1.27M Sell
73,602
-12,084
-14% -$197K 0.04% 179
2023
Q1 		$1.37M Buy
85,686
+33,015
+63% +$516K 0.05% 183
2022
Q4 		$790K Sell
52,671
-9,810
-16% -$147K 0.04% 115
2022
Q3 		$875K Buy
62,481
+27,123
+77% +$422K 0.05% 97
2022
Q2 		$521K Buy
35,358
+744
+2% +$11.9K 0.03% 125
2022
Q1 		$616K Sell
34,614
-17,370
-33% -$305K 0.03% 128
2021
Q4 		$979K Buy
51,984
+4,548
+10% +$83.7K 0.05% 107
2021
Q3 		$821K Buy
47,436
+8,940
+23% +$159K 0.04% 108
2021
Q2 		$669K Buy
38,496
+4,950
+15% +$83.8K 0.04% 116
2021
Q1 		$541K Buy
33,546
+1,806
+6% +$28.5K 0.03% 116
2020
Q4 		$481K Buy
31,740
+5,334
+20% +$76K 0.03% 127
2020
Q3 		$350K Sell
26,406
-10,770
-29% -$142K 0.03% 138
2020
Q2 		$455K Buy
37,176
+8,790
+31% +$101K 0.04% 123
2020
Q1 		$286K Buy
+28,386
New +$343K 0.04% 140

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

Choreo LLC's SCHB Position: Q2 2026 in Review

Choreo LLC increased its Schwab US Broad Market ETF (SCHB) stake by 7.6% in Q2 2026, buying an estimated $255K and bringing the position to 128,669 shares worth $3.73M. The position accounts for 0.04% of the portfolio, ranked #279.

Choreo LLC first reported a position in SCHB in Q1 2020 and has held it in 26 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Choreo LLC held 128,669 shares of Schwab US Broad Market ETF worth $3.73M as of Q2 2026.
  • Choreo LLC bought 9,096 Schwab US Broad Market ETF shares in Q2 2026, an estimated $255K.
  • Schwab US Broad Market ETF made up 0.04% of Choreo LLC's portfolio in Q2 2026, its #279 holding.
  • Choreo LLC first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.