Colorado Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Colorado Capital 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	$1.26M	Buy	43,678 +115	+0.3%	+$3.22K	0.43%	48
2026 Q1	$1.09M	Buy	43,563 +122	+0.3%	+$3.2K	0.41%	53
2025 Q4	$1.14M	Buy	43,441 +136	+0.3%	+$3.54K	0.43%	50
2025 Q3	$1.11M	Buy	43,305 +252	+0.6%	+$6.24K	0.43%	53
2025 Q2	$1.03M	Hold	43,053	–	–	0.44%	53
2025 Q1	$927K	Sell	43,053 -162	-0.4%	-$3.69K	0.43%	55
2024 Q4	$981K	Buy	43,215 +282	+0.7%	+$6.44K	0.48%	52
2024 Q3	$952K	Buy	42,933 +138	+0.3%	+$2.95K	0.47%	56
2024 Q2	$897K	Hold	42,795	–	–	0.5%	55
2024 Q1	$871K	Buy	+42,795	New	+$828K	0.5%	50

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 $104B AUM 28.3% 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

Colorado Capital Management's SCHB Position: Q2 2026 in Review

Colorado Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.26% in Q2 2026, buying an estimated $3.22K and bringing the position to 43,678 shares worth $1.26M. The position accounts for 0.43% of the portfolio, ranked #48.

Colorado Capital Management first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Colorado Capital Management held 43,678 shares of Schwab US Broad Market ETF worth $1.26M as of Q2 2026.
Colorado Capital Management bought 115 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.22K.
Schwab US Broad Market ETF made up 0.43% of Colorado Capital Management's portfolio in Q2 2026, its #48 holding.
Colorado Capital Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.