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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
Q3 		$42.6K Buy
1,454
+4
+0.3% +$117 0.04% 181
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

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Curat Global's SCHB Position: Q3 2026 in Review

Curat Global increased its Schwab US Broad Market ETF (SCHB) stake by 0.28% in Q3 2026, buying an estimated $117 and bringing the position to 1,454 shares worth $42.6K. The position accounts for 0.04% of the portfolio, ranked #181.

Curat Global first reported a position in SCHB in Q1 2025 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Curat Global held 1,454 shares of Schwab US Broad Market ETF worth $42.6K as of Q3 2026.
  • Curat Global bought 4 Schwab US Broad Market ETF shares in Q3 2026, an estimated $117.
  • Schwab US Broad Market ETF made up 0.04% of Curat Global's portfolio in Q3 2026, its #181 holding.
  • Curat Global first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 7 quarters since.
  • 586 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Curat Global's 13F filing for Q3 2026, filed 26 Oct 2026.