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

Eaton Financial Holdings’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 		$1.38M Buy
47,773
+12,333
+35% +$345K 0.38% 52
2026
Q1 		$890K Sell
35,440
-415
-1% -$10.9K 0.29% 69
2025
Q4 		$940K Sell
35,855
-5,793
-14% -$151K 0.25% 69
2025
Q3 		$1.07M Buy
+41,648
New +$1.03M 0.3% 61

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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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

Eaton Financial Holdings's SCHB Position: Q2 2026 in Review

Eaton Financial Holdings increased its Schwab US Broad Market ETF (SCHB) stake by 35% in Q2 2026, buying an estimated $345K and bringing the position to 47,773 shares worth $1.38M. The position accounts for 0.38% of the portfolio, ranked #52.

Eaton Financial Holdings first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Eaton Financial Holdings held 47,773 shares of Schwab US Broad Market ETF worth $1.38M as of Q2 2026.
  • Eaton Financial Holdings bought 12,333 Schwab US Broad Market ETF shares in Q2 2026, an estimated $345K.
  • Schwab US Broad Market ETF made up 0.38% of Eaton Financial Holdings's portfolio in Q2 2026, its #52 holding.
  • Eaton Financial Holdings first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.