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 Q3	$982K	Hold	33,423	–	–	0.17%	29
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

Other funds holding SCHB

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

DecisionPoint Financial's SCHB Position: Q3 2026 in Review

DecisionPoint Financial held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 33,423 shares worth $982K. The position accounts for 0.17% of the portfolio, ranked #29.

DecisionPoint Financial first reported a position in SCHB in Q1 2025 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

DecisionPoint Financial held 33,423 shares of Schwab US Broad Market ETF worth $982K as of Q3 2026.
DecisionPoint Financial left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up 0.17% of DecisionPoint Financial's portfolio in Q3 2026, its #29 holding.
DecisionPoint Financial first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 7 quarters since.
586 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.