Davidson Kahn Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Davidson Kahn Capital Management’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	$20M	Buy	688,683 +85,572	+14%	+$2.4M	8.58%	3
2026 Q1	$15.3M	Buy	603,111 +106,626	+21%	+$2.8M	8.16%	3
2025 Q4	$13M	Buy	496,485 +37,340	+8%	+$972K	6.77%	4
2025 Q3	$11.8M	Buy	459,145 +35,516	+8%	+$879K	6.58%	4
2025 Q2	$10.1M	Buy	423,629 +46,149	+12%	+$1.02M	6.49%	5
2025 Q1	$8.13M	Buy	377,480 +77,634	+26%	+$1.77M	6.26%	5
2024 Q4	$6.81M	Buy	+299,846	New	+$6.85M	6.27%	4

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Davidson Kahn Capital Management's SCHB Position: Q2 2026 in Review

Davidson Kahn Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 14% in Q2 2026, buying an estimated $2.4M and bringing the position to 688,683 shares worth $20M. The position accounts for 8.58% of the portfolio, ranked #3.

Davidson Kahn Capital Management first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Davidson Kahn Capital Management held 688,683 shares of Schwab US Broad Market ETF worth $20M as of Q2 2026.
Davidson Kahn Capital Management bought 85,572 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.4M.
Schwab US Broad Market ETF made up 8.58% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #3 holding.
Davidson Kahn Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.