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Csenge Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Csenge Advisory Group’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 		$2.08M Sell
71,774
-26,657
-27% -$746K 0.08% 203
2026
Q1 		$2.47M Buy
98,431
+1,431
+1% +$37.5K 0.11% 162
2025
Q4 		$2.54M Sell
97,000
-144
-0.1% -$3.75K 0.12% 159
2025
Q3 		$2.5M Sell
97,144
-26,867
-22% -$665K 0.12% 151
2025
Q2 		$2.82M Sell
124,011
-14,905
-11% -$328K 0.15% 119
2025
Q1 		$2.81M Buy
138,916
+1,565
+1% +$35.6K 0.16% 118
2024
Q4 		$3.12M Sell
137,351
-289,237
-68% -$6.61M 0.17% 111
2024
Q3 		$3.19M Buy
426,588
+283,326
+198% +$6.05M 0.17% 107
2024
Q2 		$3M Sell
143,262
-2,205
-2% -$44.7K 0.17% 109
2024
Q1 		$2.96M Sell
145,467
-1,770
-1% -$34.3K 0.17% 112
2023
Q4 		$2.73M Sell
147,237
-2,889
-2% -$49.9K 0.17% 111
2023
Q3 		$2.49M Buy
150,126
+2,286
+2% +$39.6K 0.17% 110
2023
Q2 		$2.55M Sell
147,840
-4,821
-3% -$78.6K 0.17% 107
2023
Q1 		$2.43M Buy
152,661
+16,023
+12% +$251K 0.18% 110
2022
Q4 		$2.04M Sell
136,638
-14,790
-10% -$222K 0.16% 123
2022
Q3 		$2.12M Buy
151,428
+18,234
+14% +$284K 0.18% 107
2022
Q2 		$1.96M Buy
+133,194
New +$2.14M 0.16% 121

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

Csenge Advisory Group's SCHB Position: Q2 2026 in Review

Csenge Advisory Group reduced its Schwab US Broad Market ETF (SCHB) stake by 27% in Q2 2026, selling an estimated $746K and leaving 71,774 shares worth $2.08M. The position accounts for 0.08% of the portfolio, ranked #203.

Csenge Advisory Group first reported a position in SCHB in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.19M in Q3 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Csenge Advisory Group held 71,774 shares of Schwab US Broad Market ETF worth $2.08M as of Q2 2026.
  • Csenge Advisory Group sold 26,657 Schwab US Broad Market ETF shares in Q2 2026, an estimated $746K.
  • Schwab US Broad Market ETF made up 0.08% of Csenge Advisory Group's portfolio in Q2 2026, its #203 holding.
  • Csenge Advisory Group first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Csenge Advisory Group's Schwab US Broad Market ETF position peaked at $3.19M in Q3 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.