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Duncker Streett & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Duncker Streett & 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
Q2 		$12.4K Hold
428
– – ﹤0.01% 411
2026
Q1 		$10.7K Buy
+428
New +$11.2K ﹤0.01% 424
2020
Q1 		– Sell
-96
Closed -$1K – 553
2019
Q4 		$1K Buy
+96
New +$1.18K ﹤0.01% 536
2019
Q3 		– Sell
-90
Closed -$1K – 449
2019
Q2 		$1K Hold
90
– – ﹤0.01% 541
2019
Q1 		$1K Hold
90
– – ﹤0.01% 552
2018
Q4 		$1K Hold
90
– – ﹤0.01% 556
2018
Q3 		$1K Hold
90
– – ﹤0.01% 573
2018
Q2 		$1K Hold
90
– – ﹤0.01% 584
2018
Q1 		$1K Hold
90
– – ﹤0.01% 589
2017
Q4 		$1K Buy
+90
New +$944 ﹤0.01% 585

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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 $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

Duncker Streett & Co's SCHB Position: Q2 2026 in Review

Duncker Streett & Co held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 428 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Duncker Streett & Co first reported a position in SCHB in Q4 2017 and has held it in 10 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Duncker Streett & Co held 428 shares of Schwab US Broad Market ETF worth $12.4K as of Q2 2026.
  • Duncker Streett & Co left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Duncker Streett & Co's portfolio in Q2 2026, its #411 holding.
  • Duncker Streett & Co first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 10 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.