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

Councilmark 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 Q1	$264K	Hold	10,500	–	–	0.15%	76
2025 Q4	$275K	Hold	10,500	–	–	0.15%	73
2025 Q3	$270K	Sell	10,500 -2,790	-21%	-$69.1K	0.15%	76
2025 Q2	$317K	Hold	13,290	–	–	0.2%	69
2025 Q1	$286K	Hold	13,290	–	–	0.19%	71
2024 Q4	$302K	Hold	13,290	–	–	0.2%	69
2024 Q3	$295K	Hold	13,290	–	–	0.2%	71
2024 Q2	$279K	Hold	13,290	–	–	0.2%	72
2024 Q1	$270K	Buy	+13,290	New	+$257K	0.19%	73

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Councilmark Asset Management's SCHB Position: Q1 2026 in Review

Councilmark Asset Management held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 10,500 shares worth $264K. The position accounts for 0.15% of the portfolio, ranked #76.

Councilmark Asset Management first reported a position in SCHB in Q1 2024 and has held it in 9 quarters since. The position peaked at $317K in Q2 2025. 1,308 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Councilmark Asset Management held 10,500 shares of Schwab US Broad Market ETF worth $264K as of Q1 2026.
Councilmark Asset Management left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
Schwab US Broad Market ETF made up 0.15% of Councilmark Asset Management's portfolio in Q1 2026, its #76 holding.
Councilmark Asset Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 9 quarters since.
Councilmark Asset Management's Schwab US Broad Market ETF position peaked at $317K in Q2 2025.
1,308 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.