Clark Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Clark Asset 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	$7.8M	Buy	269,334 +26,813	+11%	+$751K	0.61%	28
2026 Q1	$6.09M	Buy	242,521 +3,411	+1%	+$89.5K	0.57%	28
2025 Q4	$6.27M	Buy	239,110 +185,853	+349%	+$4.84M	0.65%	26
2025 Q3	$1.37M	Buy	53,257 +63	+0.1%	+$1.56K	0.16%	54
2025 Q2	$1.27M	Sell	53,194 -4,065	-7%	-$89.5K	0.17%	55
2025 Q1	$1.23M	Sell	57,259 -7,194	-11%	-$164K	0.21%	42
2024 Q4	$1.46M	Buy	64,453 +916	+1%	+$20.9K	0.27%	36
2024 Q3	$1.41M	Buy	63,537 +28,683	+82%	+$612K	0.3%	35
2024 Q2	$730K	Buy	+34,854	New	+$706K	0.2%	43

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Clark Asset Management's SCHB Position: Q2 2026 in Review

Clark Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 11% in Q2 2026, buying an estimated $751K and bringing the position to 269,334 shares worth $7.8M. The position accounts for 0.61% of the portfolio, ranked #28.

Clark Asset Management first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Clark Asset Management held 269,334 shares of Schwab US Broad Market ETF worth $7.8M as of Q2 2026.
Clark Asset Management bought 26,813 Schwab US Broad Market ETF shares in Q2 2026, an estimated $751K.
Schwab US Broad Market ETF made up 0.61% of Clark Asset Management's portfolio in Q2 2026, its #28 holding.
Clark Asset Management first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.