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Community Financial Services Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Community Financial Services Group’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 		$185K Hold
6,410
– – 0.03% 132
2026
Q1 		$162K Buy
+6,410
New +$168K 0.03% 125

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HCM
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HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Community Financial Services Group's SCHB Position: Q2 2026 in Review

Community Financial Services Group held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 6,410 shares worth $185K. The position accounts for 0.03% of the portfolio, ranked #132.

Community Financial Services Group first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Community Financial Services Group held 6,410 shares of Schwab US Broad Market ETF worth $185K as of Q2 2026.
  • Community Financial Services Group left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #132 holding.
  • Community Financial Services Group first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.