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CVA Family Office’s Schwab US Broad Market ETF SCHB Stock Holding History

CVA Family Office’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 		$8.62M Sell
297,745
-687
-0.2% -$19.2K 0.78% 29
2026
Q1 		$7.49M Sell
298,432
-2,200
-0.7% -$57.7K 0.79% 29
2025
Q4 		$7.89M Sell
300,632
-3,240
-1% -$84.3K 0.91% 28
2025
Q3 		$7.81M Buy
303,872
+17
+0% +$421 1.01% 25
2025
Q2 		$7.24M Buy
303,855
+8,973
+3% +$198K 1.02% 23
2025
Q1 		$6.35M Sell
294,882
-3,810
-1% -$86.7K 0.97% 26
2024
Q4 		$6.78M Sell
298,692
-5,031
-2% -$115K 1.07% 23
2024
Q3 		$6.73M Buy
303,723
+8,331
+3% +$178K 1.09% 21
2024
Q2 		$6.19M Sell
295,392
-4,929
-2% -$99.9K 1.11% 22
2024
Q1 		$6.11M Sell
300,321
-12,576
-4% -$243K 1.09% 21
2023
Q4 		$5.81M Sell
312,897
-13,590
-4% -$235K 1.13% 21
2023
Q3 		$5.43M Sell
326,487
-7,383
-2% -$128K 1.24% 20
2023
Q2 		$5.75M Sell
333,870
-828
-0.2% -$13.5K 1.21% 21
2023
Q1 		$5.34M Sell
334,698
-3,813
-1% -$59.6K 1.19% 21
2022
Q4 		$5.06M Sell
338,511
-18,294
-5% -$275K 1.23% 19
2022
Q3 		$4.99M Sell
356,805
-474
-0.1% -$7.37K 1.36% 18
2022
Q2 		$5.26M Sell
357,279
-9,372
-3% -$150K 1.43% 18
2022
Q1 		$6.53M Buy
366,651
+8,481
+2% +$149K 1.56% 16
2021
Q4 		$6.75M Sell
358,170
-2,958
-0.8% -$54.4K 1.68% 14
2021
Q3 		$4.79M Sell
361,128
-12,216
-3% -$217K 3.46% 6
2021
Q2 		$6.49M Sell
373,344
-3,048
-0.8% -$51.6K 1.85% 14
2021
Q1 		$6.07M Buy
376,392
+17,748
+5% +$280K 2.3% 8
2020
Q4 		$5.44M Sell
358,644
-2,484
-0.7% -$35.4K 3.34% 7
2020
Q3 		$4.79M Buy
361,128
+44,526
+14% +$585K 3.46% 6
2020
Q2 		$3.88M Buy
316,602
+136,050
+75% +$1.57M 3.19% 8
2020
Q1 		$1.82M Buy
180,552
+69,294
+62% +$838K 1.85% 12
2019
Q4 		$1.43M Buy
+111,258
New +$1.37M 1.31% 20

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

CVA Family Office's SCHB Position: Q2 2026 in Review

CVA Family Office reduced its Schwab US Broad Market ETF (SCHB) stake by 0.23% in Q2 2026, selling an estimated $19.2K and leaving 297,745 shares worth $8.62M. The position accounts for 0.78% of the portfolio, ranked #29.

CVA Family Office first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • CVA Family Office held 297,745 shares of Schwab US Broad Market ETF worth $8.62M as of Q2 2026.
  • CVA Family Office sold 687 Schwab US Broad Market ETF shares in Q2 2026, an estimated $19.2K.
  • Schwab US Broad Market ETF made up 0.78% of CVA Family Office's portfolio in Q2 2026, its #29 holding.
  • CVA Family Office first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.