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

Clear Harbor 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 		$394K Hold
13,614
– – 0.02% 337
2026
Q1 		$342K Buy
+13,614
New +$357K 0.02% 347

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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

Clear Harbor Asset Management's SCHB Position: Q2 2026 in Review

Clear Harbor Asset Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 13,614 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #337.

Clear Harbor Asset Management first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Clear Harbor Asset Management held 13,614 shares of Schwab US Broad Market ETF worth $394K as of Q2 2026.
  • Clear Harbor Asset Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of Clear Harbor Asset Management's portfolio in Q2 2026, its #337 holding.
  • Clear Harbor Asset Management first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.