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

Dorato 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 		$2.84M Buy
97,361
+300
+0.3% +$8.4K 1.93% 9
2026
Q1 		$2.54M Buy
97,061
+3,351
+4% +$87.9K 1.87% 8
2025
Q4 		$2.5M Buy
+93,710
New +$2.44M 1.88% 8

Other funds holding SCHB

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
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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Dorato Capital Management's SCHB Position: Q2 2026 in Review

Dorato Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.31% in Q2 2026, buying an estimated $8.4K and bringing the position to 97,361 shares worth $2.84M. The position accounts for 1.93% of the portfolio, ranked #9.

Dorato Capital Management first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 911 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Dorato Capital Management held 97,361 shares of Schwab US Broad Market ETF worth $2.84M as of Q2 2026.
  • Dorato Capital Management bought 300 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.4K.
  • Schwab US Broad Market ETF made up 1.93% of Dorato Capital Management's portfolio in Q2 2026, its #9 holding.
  • Dorato Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 911 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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