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

Eley Financial 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 		$1.97M Sell
68,119
-112
-0.2% -$3.13K 0.64% 40
2026
Q1 		$1.71M Buy
68,231
+156
+0.2% +$4.09K 0.62% 42
2025
Q4 		$1.79M Buy
68,075
+1,254
+2% +$32.6K 0.64% 43
2025
Q3 		$1.72M Sell
66,821
-2,682
-4% -$66.4K 0.62% 42
2025
Q2 		$1.66M Buy
69,503
+14,212
+26% +$313K 0.64% 44
2025
Q1 		$1.19M Sell
55,291
-271
-0.5% -$6.17K 0.48% 50
2024
Q4 		$1.26M Sell
55,562
-2,728
-5% -$62.3K 0.49% 46
2024
Q3 		$1.29M Buy
58,290
+165
+0.3% +$3.52K 0.52% 46
2024
Q2 		$1.22M Sell
58,125
-2,580
-4% -$52.3K 0.52% 47
2024
Q1 		$1.24M Sell
60,705
-3,378
-5% -$65.4K 0.53% 48
2023
Q4 		$1.19M Sell
64,083
-60
-0.1% -$1.04K 0.56% 46
2023
Q3 		$1.07M Sell
64,143
-1,785
-3% -$30.9K 0.54% 47
2023
Q2 		$1.14M Buy
65,928
+984
+2% +$16K 0.55% 46
2023
Q1 		$1.04M Sell
64,944
-1,881
-3% -$29.4K 0.54% 50
2022
Q4 		$998K Buy
+66,825
New +$1M 0.54% 53

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

Eley Financial Management's SCHB Position: Q2 2026 in Review

Eley Financial Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.16% in Q2 2026, selling an estimated $3.13K and leaving 68,119 shares worth $1.97M. The position accounts for 0.64% of the portfolio, ranked #40.

Eley Financial Management first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Eley Financial Management held 68,119 shares of Schwab US Broad Market ETF worth $1.97M as of Q2 2026.
  • Eley Financial Management sold 112 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.13K.
  • Schwab US Broad Market ETF made up 0.64% of Eley Financial Management's portfolio in Q2 2026, its #40 holding.
  • Eley Financial Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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