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Culbertson A N & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Culbertson A N & Co’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 		$434K Hold
15,000
– – 0.05% 120
2026
Q1 		$377K Hold
15,000
– – 0.05% 116
2025
Q4 		$393K Hold
15,000
– – 0.05% 116
2025
Q3 		$386K Hold
15,000
– – 0.05% 116
2025
Q2 		$357K Hold
15,000
– – 0.05% 116
2025
Q1 		$323K Hold
15,000
– – 0.05% 116
2024
Q4 		$341K Hold
15,000
– – 0.05% 115
2024
Q3 		$333K Hold
15,000
– – 0.05% 116
2024
Q2 		$314K Hold
15,000
– – 0.05% 112
2024
Q1 		$305K Buy
+15,000
New +$290K 0.05% 113

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

Culbertson A N & Co's SCHB Position: Q2 2026 in Review

Culbertson A N & Co held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 15,000 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #120.

Culbertson A N & Co first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Culbertson A N & Co held 15,000 shares of Schwab US Broad Market ETF worth $434K as of Q2 2026.
  • Culbertson A N & Co left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.05% of Culbertson A N & Co's portfolio in Q2 2026, its #120 holding.
  • Culbertson A N & Co first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.