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CVFG LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

CVFG LLC’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 		$396K Buy
13,686
+70
+0.5% +$1.96K 0.04% 198
2026
Q1 		$342K Buy
+13,616
New +$357K 0.04% 197

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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

CVFG LLC's SCHB Position: Q2 2026 in Review

CVFG LLC increased its Schwab US Broad Market ETF (SCHB) stake by 0.51% in Q2 2026, buying an estimated $1.96K and bringing the position to 13,686 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #198.

CVFG LLC first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • CVFG LLC held 13,686 shares of Schwab US Broad Market ETF worth $396K as of Q2 2026.
  • CVFG LLC bought 70 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.96K.
  • Schwab US Broad Market ETF made up 0.04% of CVFG LLC's portfolio in Q2 2026, its #198 holding.
  • CVFG LLC first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.