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DecisionPoint Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

DecisionPoint Financial’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 		$966K Hold
33,423
– – 0.18% 25
2026
Q1 		$839K Hold
33,423
– – 0.18% 24
2025
Q4 		$877K Hold
33,423
– – 0.19% 25
2025
Q3 		$862K Hold
33,423
– – 0.2% 24
2025
Q2 		$796K Hold
33,423
– – 0.2% 25
2025
Q1 		$720K Buy
+33,423
New +$760K 0.21% 23

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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

DecisionPoint Financial's SCHB Position: Q2 2026 in Review

DecisionPoint Financial held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 33,423 shares worth $966K. The position accounts for 0.18% of the portfolio, ranked #25.

DecisionPoint Financial first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • DecisionPoint Financial held 33,423 shares of Schwab US Broad Market ETF worth $966K as of Q2 2026.
  • DecisionPoint Financial left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.18% of DecisionPoint Financial's portfolio in Q2 2026, its #25 holding.
  • DecisionPoint Financial first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.