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

Everest Financial Group’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 		$303K Buy
10,460
+16
+0.2% +$448 0.04% 175
2026
Q1 		$262K Buy
+10,444
New +$274K 0.04% 172

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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Everest Financial Group's SCHB Position: Q2 2026 in Review

Everest Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.15% in Q2 2026, buying an estimated $448 and bringing the position to 10,460 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #175.

Everest Financial Group first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Everest Financial Group held 10,460 shares of Schwab US Broad Market ETF worth $303K as of Q2 2026.
  • Everest Financial Group bought 16 Schwab US Broad Market ETF shares in Q2 2026, an estimated $448.
  • Schwab US Broad Market ETF made up 0.04% of Everest Financial Group's portfolio in Q2 2026, its #175 holding.
  • Everest Financial Group first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.