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

Coordinated Financial Services’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
Q1 		$336K Buy
13,375
+1,337
+11% +$35.1K 0.19% 134
2025
Q4 		$316K Buy
12,038
+3,414
+40% +$88.9K 0.18% 133
2025
Q3 		$222K Buy
8,624
+12
+0.1% +$297 0.14% 146
2025
Q2 		$205K Buy
+8,612
New +$190K 0.14% 145

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Coordinated Financial Services's SCHB Position: Q1 2026 in Review

Coordinated Financial Services increased its Schwab US Broad Market ETF (SCHB) stake by 11% in Q1 2026, buying an estimated $35.1K and bringing the position to 13,375 shares worth $336K. The position accounts for 0.19% of the portfolio, ranked #134.

Coordinated Financial Services first reported a position in SCHB in Q2 2025 and has held it in 4 quarters since. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Coordinated Financial Services held 13,375 shares of Schwab US Broad Market ETF worth $336K as of Q1 2026.
  • Coordinated Financial Services bought 1,337 Schwab US Broad Market ETF shares in Q1 2026, an estimated $35.1K.
  • Schwab US Broad Market ETF made up 0.19% of Coordinated Financial Services's portfolio in Q1 2026, its #134 holding.
  • Coordinated Financial Services first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.