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

Fiduciary 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 		$207K Buy
+7,151
New +$200K 0.02% 362
2026
Q1 		– Sell
-7,825
Closed -$205K – 361
2025
Q4 		$205K Buy
+7,825
New +$204K 0.03% 318

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R
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SCM
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UBS AM
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HighTower Advisors
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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

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

Fiduciary Financial Group opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,151 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #362 among its holdings. This is a return to the name: Fiduciary Financial Group previously reported a position in SCHB as recently as Q4 2025.

Fiduciary Financial Group first reported a position in SCHB in Q4 2025 and has held it in 2 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Fiduciary Financial Group held 7,151 shares of Schwab US Broad Market ETF worth $207K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Fiduciary Financial Group position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of Fiduciary Financial Group's portfolio in Q2 2026, its #362 holding.
  • Fiduciary Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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