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

CRA 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
Q2 		$4.78M Buy
165,178
+10,928
+7% +$306K 0.55% 39
2026
Q1 		$3.87M Sell
154,250
-9,128
-6% -$240K 0.5% 44
2025
Q4 		$4.29M Buy
163,378
+5,120
+3% +$133K 0.56% 37
2025
Q3 		$4.07M Sell
158,258
-7,718
-5% -$191K 0.56% 35
2025
Q2 		$3.96M Buy
165,976
+3,928
+2% +$86.5K 0.6% 34
2025
Q1 		$3.49M Buy
162,048
+1,381
+0.9% +$31.4K 0.6% 38
2024
Q4 		$3.65M Buy
160,667
+1,595
+1% +$36.4K 0.63% 34
2024
Q3 		$3.53M Sell
159,072
-1,089
-0.7% -$23.3K 0.65% 35
2024
Q2 		$3.36M Sell
160,161
-1,344
-0.8% -$27.2K 0.68% 31
2024
Q1 		$3.29M Buy
161,505
+4,371
+3% +$84.6K 0.71% 29
2023
Q4 		$2.92M Sell
157,134
-4,278
-3% -$73.9K 0.71% 28
2023
Q3 		$2.68M Buy
161,412
+6,906
+4% +$120K 0.74% 28
2023
Q2 		$2.66M Sell
154,506
-2,886
-2% -$47K 0.72% 30
2023
Q1 		$2.51M Sell
157,392
-735
-0.5% -$11.5K 0.75% 29
2022
Q4 		$2.36M Sell
158,127
-15,369
-9% -$231K 0.77% 27
2022
Q3 		$2.43M Sell
173,496
-11,340
-6% -$176K 0.87% 21
2022
Q2 		$2.72M Buy
184,836
+5,535
+3% +$88.8K 0.93% 19
2022
Q1 		$3.19M Buy
179,301
+9,039
+5% +$159K 0.96% 17
2021
Q4 		$3.21M Buy
170,262
+20,232
+13% +$372K 0.95% 18
2021
Q3 		$2.6M Buy
150,030
+1,602
+1% +$28.5K 0.88% 18
2021
Q2 		$2.58M Buy
148,428
+1,938
+1% +$32.8K 0.9% 19
2021
Q1 		$2.36M Buy
146,490
+1,338
+0.9% +$21.1K 0.91% 23
2020
Q4 		$2.2M Buy
145,152
+936
+0.6% +$13.3K 0.93% 23
2020
Q3 		$1.91M Sell
144,216
-9,984
-6% -$131K 0.91% 22
2020
Q2 		$1.89M Sell
154,200
-732
-0.5% -$8.44K 1% 20
2020
Q1 		$1.56M Buy
154,932
+16,056
+12% +$194K 1% 24
2019
Q4 		$1.78M Buy
138,876
+966
+0.7% +$11.9K 0.97% 23
2019
Q3 		$1.63M Sell
137,910
-1,530
-1% -$18.1K 0.99% 25
2019
Q2 		$1.64M Buy
139,440
+19,872
+17% +$229K 0.98% 27
2019
Q1 		$1.36M Buy
119,568
+4,248
+4% +$46.4K 0.88% 33
2018
Q4 		$1.15M Buy
+115,320
New +$1.25M 0.83% 36

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 $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

CRA Financial Services's SCHB Position: Q2 2026 in Review

CRA Financial Services increased its Schwab US Broad Market ETF (SCHB) stake by 7.1% in Q2 2026, buying an estimated $306K and bringing the position to 165,178 shares worth $4.78M. The position accounts for 0.55% of the portfolio, ranked #39.

CRA Financial Services first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • CRA Financial Services held 165,178 shares of Schwab US Broad Market ETF worth $4.78M as of Q2 2026.
  • CRA Financial Services bought 10,928 Schwab US Broad Market ETF shares in Q2 2026, an estimated $306K.
  • Schwab US Broad Market ETF made up 0.55% of CRA Financial Services's portfolio in Q2 2026, its #39 holding.
  • CRA Financial Services first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.