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Family Office Research’s Schwab US Broad Market ETF SCHB Stock Holding History

Family Office Research’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 		$334K Buy
+11,534
New +$323K 0.13% 60

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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
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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Family Office Research's SCHB Position: Q2 2026 in Review

Family Office Research opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 11,534 shares worth $334K. The stake represents 0.13% of the portfolio and ranks #60 among its holdings.

971 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Family Office Research held 11,534 shares of Schwab US Broad Market ETF worth $334K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Family Office Research position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.13% of Family Office Research's portfolio in Q2 2026, its #60 holding.
  • 971 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.