FF
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Financial Futures’s Schwab US Broad Market ETF SCHB Stock Holding History

Financial Futures’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 		$3.08M Buy
106,237
+9,843
+10% +$276K 1.17% 19
2026
Q1 		$2.42M Buy
96,394
+9,719
+11% +$255K 1.06% 18
2025
Q4 		$2.27M Buy
86,675
+23,041
+36% +$600K 1.05% 19
2025
Q3 		$1.64M Buy
63,634
+6,290
+11% +$156K 0.79% 25
2025
Q2 		$1.37M Buy
57,344
+18,674
+48% +$411K 0.73% 24
2025
Q1 		$833K Buy
38,670
+16,704
+76% +$380K 0.47% 30
2024
Q4 		$499K Buy
21,966
+2,250
+11% +$51.4K 0.28% 41
2024
Q3 		$437K Buy
+19,716
New +$421K 0.25% 38

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Financial Futures's SCHB Position: Q2 2026 in Review

Financial Futures increased its Schwab US Broad Market ETF (SCHB) stake by 10% in Q2 2026, buying an estimated $276K and bringing the position to 106,237 shares worth $3.08M. The position accounts for 1.17% of the portfolio, ranked #19.

Financial Futures first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. 714 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Financial Futures held 106,237 shares of Schwab US Broad Market ETF worth $3.08M as of Q2 2026.
  • Financial Futures bought 9,843 Schwab US Broad Market ETF shares in Q2 2026, an estimated $276K.
  • Schwab US Broad Market ETF made up 1.17% of Financial Futures's portfolio in Q2 2026, its #19 holding.
  • Financial Futures first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 714 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.