DB Fitzpatrick & Co
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DB Fitzpatrick & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

DB Fitzpatrick & Co’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 		$308K Buy
10,525
+181
+2% +$5.31K 0.25% 49
2026
Q2 		$300K Buy
10,344
+177
+2% +$4.96K 0.24% 51
2026
Q1 		$255K Buy
10,167
+347
+4% +$9.1K 0.22% 52
2025
Q4 		$258K Buy
9,820
+235
+2% +$6.12K 0.23% 51
2025
Q3 		$246K Buy
9,585
+210
+2% +$5.2K 0.22% 52
2025
Q2 		$223K Buy
9,375
+212
+2% +$4.67K 0.2% 58
2025
Q1 		$197K Buy
9,163
+363
+4% +$8.26K 0.19% 57
2024
Q4 		$200K Buy
8,800
+259
+3% +$5.92K 0.18% 57
2024
Q3 		$189K Buy
8,541
+27
+0.3% +$576 0.17% 55
2024
Q2 		$178K Buy
8,514
+237
+3% +$4.8K 0.17% 57
2024
Q1 		$168K Sell
8,277
-36
-0.4% -$697 0.15% 59
2023
Q4 		$154K Buy
8,313
+258
+3% +$4.46K 0.15% 59
2023
Q3 		$134K Sell
8,055
-5,376
-40% -$93K 0.14% 55
2023
Q2 		$231K Buy
13,431
+1,965
+17% +$32K 0.24% 54
2023
Q1 		$183K Sell
11,466
-1,032
-8% -$16.1K 0.2% 52
2022
Q4 		$187K Buy
12,498
+66
+0.5% +$992 0.21% 55
2022
Q3 		$174K Sell
12,432
-918
-7% -$14.3K 0.21% 53
2022
Q2 		$197K Buy
13,350
+30
+0.2% +$482 0.22% 56
2022
Q1 		$237K Hold
13,320
– – 0.24% 54
2021
Q4 		$251K Buy
+13,320
New +$245K 0.23% 57

Other funds holding SCHB

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
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
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DB Fitzpatrick & Co's SCHB Position: Q3 2026 in Review

DB Fitzpatrick & Co increased its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q3 2026, buying an estimated $5.31K and bringing the position to 10,525 shares worth $308K. The position accounts for 0.25% of the portfolio, ranked #49.

DB Fitzpatrick & Co first reported a position in SCHB in Q4 2021 and has held it in 20 quarters since. 367 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • DB Fitzpatrick & Co held 10,525 shares of Schwab US Broad Market ETF worth $308K as of Q3 2026.
  • DB Fitzpatrick & Co bought 181 Schwab US Broad Market ETF shares in Q3 2026, an estimated $5.31K.
  • Schwab US Broad Market ETF made up 0.25% of DB Fitzpatrick & Co's portfolio in Q3 2026, its #49 holding.
  • DB Fitzpatrick & Co first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 20 quarters since.
  • 367 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q3 2026, filed 19 Oct 2026.