CFMC
SCHB icon

Curbstone Financial Management Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

Curbstone Financial Management Corp’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 		$8.82M Buy
304,592
+2,070
+0.7% +$58K 1.5% 15
2026
Q1 		$7.59M Sell
302,522
-830
-0.3% -$21.8K 1.45% 14
2025
Q4 		$7.96M Sell
303,352
-4,832
-2% -$126K 1.52% 15
2025
Q3 		$7.92M Sell
308,184
-17,450
-5% -$432K 1.52% 14
2025
Q2 		$7.76M Sell
325,634
-3,250
-1% -$71.6K 1.59% 14
2025
Q1 		$7.08M Buy
328,884
+1,550
+0.5% +$35.3K 1.49% 15
2024
Q4 		$7.43M Sell
327,334
-3,608
-1% -$82.4K 1.57% 15
2024
Q3 		$7.34M Sell
330,942
-15,300
-4% -$327K 1.57% 13
2024
Q2 		$7.26M Sell
346,242
-7,350
-2% -$149K 1.58% 15
2024
Q1 		$7.2M Sell
353,592
-11,562
-3% -$224K 1.55% 13
2023
Q4 		$6.78M Sell
365,154
-26,598
-7% -$459K 1.54% 15
2023
Q3 		$6.51M Sell
391,752
-20,538
-5% -$355K 1.61% 14
2023
Q2 		$7.11M Sell
412,290
-10,884
-3% -$177K 1.69% 13
2023
Q1 		$6.75M Sell
423,174
-6,570
-2% -$103K 1.64% 13
2022
Q4 		$6.42M Sell
429,744
-1,650
-0.4% -$24.8K 1.61% 12
2022
Q3 		$6.04M Sell
431,394
-600
-0.1% -$9.33K 1.5% 14
2022
Q2 		$6.36M Sell
431,994
-5,970
-1% -$95.8K 1.48% 14
2022
Q1 		$7.79M Buy
437,964
+13,260
+3% +$233K 1.44% 16
2021
Q4 		$8M Buy
424,704
+4,500
+1% +$82.8K 1.41% 15
2021
Q3 		$7.27M Buy
420,204
+1,020
+0.2% +$18.1K 1.37% 16
2021
Q2 		$7.29M Sell
419,184
-1,980
-0.5% -$33.5K 1.37% 17
2021
Q1 		$6.79M Sell
421,164
-5,880
-1% -$92.7K 1.35% 15
2020
Q4 		$6.48M Sell
427,044
-696
-0.2% -$9.91K 1.35% 17
2020
Q3 		$5.68M Sell
427,740
-10,800
-2% -$142K 1.36% 17
2020
Q2 		$5.37M Buy
438,540
+33,180
+8% +$382K 1.39% 17
2020
Q1 		$4.08M Sell
405,360
-7,260
-2% -$87.8K 1.23% 18
2019
Q4 		$5.29M Sell
412,620
-8,280
-2% -$102K 1.26% 17
2019
Q3 		$4.98M Sell
420,900
-2,160
-0.5% -$25.5K 1.28% 18
2019
Q2 		$4.97M Buy
423,060
+31,080
+8% +$359K 1.31% 18
2019
Q1 		$4.45M Buy
391,980
+4,500
+1% +$49.1K 1.21% 19
2018
Q4 		$3.87M Buy
387,480
+480
+0.1% +$5.19K 1.16% 20
2018
Q3 		$4.54M Sell
387,000
-2,520
-0.6% -$29K 1.19% 19
2018
Q2 		$4.28M Buy
389,520
+27,300
+8% +$298K 1.18% 19
2018
Q1 		$3.85M Buy
362,220
+184,560
+104% +$2.03M 1.09% 22
2017
Q4 		$1.91M Sell
177,660
-153,660
-46% -$1.61M 1.05% 22
2017
Q3 		$3.36M Buy
331,320
+172,860
+109% +$1.72M 0.97% 23
2017
Q2 		$1.54M Buy
158,460
+6,840
+5% +$66.1K 0.93% 25
2017
Q1 		$1.44M Sell
151,620
-7,650
-5% -$71.8K 0.88% 28
2016
Q4 		$1.44M Sell
159,270
-140,850
-47% -$1.24M 0.91% 32
2016
Q3 		$2.62M Sell
300,120
-24,600
-8% -$214K 0.84% 31
2016
Q2 		$2.72M Sell
324,720
-34,500
-10% -$286K 0.91% 29
2016
Q1 		$2.95M Buy
359,220
+17,400
+5% +$135K 0.99% 25
2015
Q4 		$2.79M Buy
341,820
+176,610
+107% +$1.46M 0.96% 26
2015
Q3 		$1.28M Sell
165,210
-150
-0.1% -$1.23K 0.93% 23
2015
Q2 		$1.38M Sell
165,360
-6,300
-4% -$53.8K 0.92% 19
2015
Q1 		$1.44M Buy
171,660
+2,670
+2% +$22.3K 0.97% 20
2014
Q4 		$1.4M Sell
168,990
-17,910
-10% -$145K 1.08% 21
2014
Q3 		$1.48M Hold
186,900
– – 1.17% 19
2014
Q2 		$1.49M Buy
186,900
+1,050
+0.6% +$8.1K 1.14% 18
2014
Q1 		$1.42M Buy
+185,850
New +$1.39M 1.16% 19

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

Curbstone Financial Management Corp's SCHB Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Schwab US Broad Market ETF (SCHB) stake by 0.68% in Q2 2026, buying an estimated $58K and bringing the position to 304,592 shares worth $8.82M. The position accounts for 1.5% of the portfolio, ranked #15.

Curbstone Financial Management Corp first reported a position in SCHB in Q1 2014 and has held it in 50 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Curbstone Financial Management Corp held 304,592 shares of Schwab US Broad Market ETF worth $8.82M as of Q2 2026.
  • Curbstone Financial Management Corp bought 2,070 Schwab US Broad Market ETF shares in Q2 2026, an estimated $58K.
  • Schwab US Broad Market ETF made up 1.5% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #15 holding.
  • Curbstone Financial Management Corp first reported a position in Schwab US Broad Market ETF in Q1 2014 and has held it in 50 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.