D'Orazio & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

D'Orazio & Associates’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	$2.43M	Buy	83,737 +8	+0%	+$224	0.28%	38
2026 Q1	$2.1M	Buy	83,729 +9	+0%	+$236	0.27%	40
2025 Q4	$2.2M	Buy	83,720 +1,975	+2%	+$51.4K	0.28%	38
2025 Q3	$2.1M	Hold	81,745	–	–	0.28%	40
2025 Q2	$1.95M	Buy	81,745 +31,720	+63%	+$699K	0.27%	38
2025 Q1	$1.08M	Buy	50,025 +128	+0.3%	+$2.91K	0.16%	53
2024 Q4	$1.13M	Buy	49,897 +145	+0.3%	+$3.31K	0.17%	50
2024 Q3	$1.1M	Buy	49,752 +237	+0.5%	+$5.06K	0.16%	51
2024 Q2	$1.04M	Buy	49,515 +45	+0.1%	+$912	0.16%	48
2024 Q1	$1.01M	Buy	49,470 +138	+0.3%	+$2.67K	0.16%	54
2023 Q4	$915K	Buy	49,332 +189	+0.4%	+$3.26K	0.16%	49
2023 Q3	$817K	Buy	49,143 +16,686	+51%	+$289K	0.18%	49
2023 Q2	$559K	Buy	32,457 +30	+0.1%	+$489	0.13%	59
2023 Q1	$517K	Sell	32,427 -17,253	-35%	-$270K	0.13%	58
2022 Q4	$742K	Buy	49,680 +10,050	+25%	+$151K	0.18%	46
2022 Q3	$555K	Buy	+39,630	New	+$617K	0.16%	49
2021 Q4	–	Sell	-9,978	Closed	-$173K	–	587
2021 Q3	$173K	Hold	9,978	–	–	0.04%	101
2021 Q2	$173K	Hold	9,978	–	–	0.04%	90
2021 Q1	$161K	Hold	9,978	–	–	0.05%	88
2020 Q4	$151K	Hold	9,978	–	–	0.05%	90
2020 Q3	$132K	Hold	9,978	–	–	0.05%	85
2020 Q2	$122K	Hold	9,978	–	–	0.05%	84
2020 Q1	$100K	Hold	9,978	–	–	0.05%	87
2019 Q4	$128K	Hold	9,978	–	–	0.04%	92
2019 Q3	$118K	Hold	9,978	–	–	0.04%	93
2019 Q2	$117K	Hold	9,978	–	–	0.03%	92
2019 Q1	$113K	Hold	9,978	–	–	0.03%	93
2018 Q4	$100K	Buy	9,978 +1,470	+17%	+$15.9K	0.03%	86
2018 Q3	$100K	Buy	+8,508	New	+$98.1K	0.04%	85
2016 Q3	–	Sell	-3,450	Closed	–	–	299
2016 Q2	$0	Buy	+3,450	New	+$28.6K	﹤0.01%	318
2016 Q1	–	Sell	-3,450	Closed	-$28K	–	314
2015 Q4	$28K	Buy	+3,450	New	+$28.5K	0.01%	128

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

D'Orazio & Associates's SCHB Position: Q2 2026 in Review

D'Orazio & Associates increased its Schwab US Broad Market ETF (SCHB) stake by 0.01% in Q2 2026, buying an estimated $224 and bringing the position to 83,737 shares worth $2.43M. The position accounts for 0.28% of the portfolio, ranked #38.

D'Orazio & Associates first reported a position in SCHB in Q4 2015 and has held it in 31 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

D'Orazio & Associates held 83,737 shares of Schwab US Broad Market ETF worth $2.43M as of Q2 2026.
D'Orazio & Associates bought 8 Schwab US Broad Market ETF shares in Q2 2026, an estimated $224.
Schwab US Broad Market ETF made up 0.28% of D'Orazio & Associates's portfolio in Q2 2026, its #38 holding.
D'Orazio & Associates first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 31 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.