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Cooke Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Cooke Wealth 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 		$442K Buy
15,247
+1,275
+9% +$35.7K 0.36% 33
2026
Q1 		$351K Buy
13,972
+6,073
+77% +$159K 0.31% 33
2025
Q4 		$211K Buy
+7,899
New +$206K 0.18% 37

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

Cooke Wealth Management's SCHB Position: Q2 2026 in Review

Cooke Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 9.1% in Q2 2026, buying an estimated $35.7K and bringing the position to 15,247 shares worth $442K. The position accounts for 0.36% of the portfolio, ranked #33.

Cooke Wealth Management first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 869 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cooke Wealth Management held 15,247 shares of Schwab US Broad Market ETF worth $442K as of Q2 2026.
  • Cooke Wealth Management bought 1,275 Schwab US Broad Market ETF shares in Q2 2026, an estimated $35.7K.
  • Schwab US Broad Market ETF made up 0.36% of Cooke Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Cooke Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 869 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cooke Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.