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

ELCO 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 		$7.37M Buy
254,441
+41,285
+19% +$1.16M 3.18% 8
2026
Q1 		$5.35M Buy
213,156
+14,281
+7% +$375K 2.57% 10
2025
Q4 		$5.22M Buy
198,875
+30,369
+18% +$791K 3.29% 7
2025
Q3 		$4.33M Buy
168,506
+23,150
+16% +$573K 2.26% 10
2025
Q2 		$3.46M Buy
145,356
+24,966
+21% +$550K 1.81% 13
2025
Q1 		$2.59M Buy
120,390
+14,540
+14% +$331K 1.43% 16
2024
Q4 		$2.4M Buy
105,850
+32,800
+45% +$749K 1.26% 17
2024
Q3 		$1.62M Buy
73,050
+14,250
+24% +$304K 0.87% 28
2024
Q2 		$1.23M Buy
58,800
+14,700
+33% +$298K 0.72% 34
2024
Q1 		$897K Buy
44,100
+18,300
+71% +$354K 0.55% 42
2023
Q4 		$479K Buy
+25,800
New +$446K 0.32% 71

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 $104B AUM 28.3% 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

ELCO Management's SCHB Position: Q2 2026 in Review

ELCO Management increased its Schwab US Broad Market ETF (SCHB) stake by 19% in Q2 2026, buying an estimated $1.16M and bringing the position to 254,441 shares worth $7.37M. The position accounts for 3.18% of the portfolio, ranked #8.

ELCO Management first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • ELCO Management held 254,441 shares of Schwab US Broad Market ETF worth $7.37M as of Q2 2026.
  • ELCO Management bought 41,285 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.16M.
  • Schwab US Broad Market ETF made up 3.18% of ELCO Management's portfolio in Q2 2026, its #8 holding.
  • ELCO Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.