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Cross Staff Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Cross Staff Investments’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 		$3.73M Buy
128,665
+4,125
+3% +$115K 2.1% 11
2026
Q1 		$3.13M Buy
124,540
+1,004
+0.8% +$26.3K 1.58% 13
2025
Q4 		$3.24M Buy
123,536
+12,021
+11% +$313K 1.78% 11
2025
Q3 		$2.87M Buy
111,515
+3,996
+4% +$98.9K 2% 9
2025
Q2 		$2.56M Buy
107,519
+1,077
+1% +$23.7K 1.9% 9
2025
Q1 		$2.29M Buy
106,442
+5,356
+5% +$122K 1.73% 10
2024
Q4 		$2.29M Buy
101,086
+8,596
+9% +$196K 1.6% 12
2024
Q3 		$2.05M Buy
92,490
+6,078
+7% +$130K 1.58% 14
2024
Q2 		$1.81M Buy
86,412
+16,722
+24% +$339K 1.51% 16
2024
Q1 		$1.42M Buy
69,690
+14,211
+26% +$275K 1.19% 20
2023
Q4 		$1.03M Sell
55,479
-1,872
-3% -$32.3K 0.91% 29
2023
Q3 		$953K Sell
57,351
-588
-1% -$10.2K 0.93% 28
2023
Q2 		$998K Buy
57,939
+306
+0.5% +$4.99K 0.92% 28
2023
Q1 		$919K Buy
57,633
+2,949
+5% +$46.1K 0.91% 28
2022
Q4 		$817K Sell
54,684
-29,766
-35% -$447K 0.86% 32
2022
Q3 		$1.18M Buy
84,450
+729
+0.9% +$11.3K 1.32% 15
2022
Q2 		$1.23M Sell
83,721
-3,621
-4% -$58.1K 1.36% 18
2022
Q1 		$1.55M Buy
87,342
+2,712
+3% +$47.6K 1.44% 15
2021
Q4 		$1.59M Buy
+84,630
New +$1.56M 1.43% 15

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
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
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

Cross Staff Investments's SCHB Position: Q2 2026 in Review

Cross Staff Investments increased its Schwab US Broad Market ETF (SCHB) stake by 3.3% in Q2 2026, buying an estimated $115K and bringing the position to 128,665 shares worth $3.73M. The position accounts for 2.1% of the portfolio, ranked #11.

Cross Staff Investments first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cross Staff Investments held 128,665 shares of Schwab US Broad Market ETF worth $3.73M as of Q2 2026.
  • Cross Staff Investments bought 4,125 Schwab US Broad Market ETF shares in Q2 2026, an estimated $115K.
  • Schwab US Broad Market ETF made up 2.1% of Cross Staff Investments's portfolio in Q2 2026, its #11 holding.
  • Cross Staff Investments first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.