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Curat Global’s Schwab US Broad Market ETF SCHB Stock Holding History

Curat Global’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 		$42K Buy
1,450
+4
+0.3% +$112 0.03% 184
2026
Q1 		$36.3K Buy
1,446
+4
+0.3% +$105 0.04% 185
2025
Q4 		$37.8K Buy
1,442
+5
+0.3% +$130 0.04% 183
2025
Q3 		$37K Buy
1,437
+4
+0.3% +$99 0.03% 189
2025
Q2 		$34.2K Buy
1,433
+4
+0.3% +$88 0.03% 191
2025
Q1 		$30.8K Buy
+1,429
New +$32.5K 0.04% 205

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 $104B AUM 28.3% 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

Curat Global's SCHB Position: Q2 2026 in Review

Curat Global increased its Schwab US Broad Market ETF (SCHB) stake by 0.28% in Q2 2026, buying an estimated $112 and bringing the position to 1,450 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #184.

Curat Global first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Curat Global held 1,450 shares of Schwab US Broad Market ETF worth $42K as of Q2 2026.
  • Curat Global bought 4 Schwab US Broad Market ETF shares in Q2 2026, an estimated $112.
  • Schwab US Broad Market ETF made up 0.03% of Curat Global's portfolio in Q2 2026, its #184 holding.
  • Curat Global first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Curat Global's 13F filing for Q2 2026, filed 22 Jul 2026.