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

Dunhill 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 		$64.9K Buy
2,240
+1,943
+654% +$54.4K 0.01% 291
2026
Q1 		$7.45K Buy
+297
New +$7.79K ﹤0.01% 567
2025
Q2 		– Sell
-23,543
Closed -$507K – 1114
2025
Q1 		$507K Buy
+23,543
New +$536K 0.23% 45

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

Dunhill Financial's SCHB Position: Q2 2026 in Review

Dunhill Financial increased its Schwab US Broad Market ETF (SCHB) stake by 654% in Q2 2026, buying an estimated $54.4K and bringing the position to 2,240 shares worth $64.9K. The position accounts for 0.01% of the portfolio, ranked #291.

Dunhill Financial first reported a position in SCHB in Q1 2025 and has held it in 3 quarters since. The position peaked at $507K in Q1 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Dunhill Financial held 2,240 shares of Schwab US Broad Market ETF worth $64.9K as of Q2 2026.
  • Dunhill Financial bought 1,943 Schwab US Broad Market ETF shares in Q2 2026, an estimated $54.4K.
  • Schwab US Broad Market ETF made up 0.01% of Dunhill Financial's portfolio in Q2 2026, its #291 holding.
  • Dunhill Financial first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 3 quarters since.
  • Dunhill Financial's Schwab US Broad Market ETF position peaked at $507K in Q1 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.