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

Financial Management Professionals’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 		$2.39M Sell
82,591
-2,483
-3% -$69.5K 0.23% 39
2026
Q1 		$2.14M Sell
85,074
-1,005
-1% -$26.4K 0.24% 36
2025
Q4 		$2.26M Sell
86,079
-4,148
-5% -$108K 0.23% 38
2025
Q3 		$2.32M Sell
90,227
-7,609
-8% -$188K 0.24% 37
2025
Q2 		$2.33M Sell
97,836
-5,633
-5% -$124K 0.26% 38
2025
Q1 		$2.23M Sell
103,469
-3,158
-3% -$71.8K 0.28% 34
2024
Q4 		$2.42M Sell
106,627
-6,263
-6% -$143K 0.31% 45
2024
Q3 		$2.5M Sell
112,890
-15,666
-12% -$334K 0.31% 42
2024
Q2 		$2.69M Sell
128,556
-4,497
-3% -$91.1K 0.37% 35
2024
Q1 		$2.71M Sell
133,053
-2,319
-2% -$44.9K 0.4% 37
2023
Q4 		$2.51M Sell
135,372
-10,779
-7% -$186K 0.41% 39
2023
Q3 		$2.43M Sell
146,151
-3,300
-2% -$57.1K 0.43% 38
2023
Q2 		$2.58M Buy
149,451
+17,415
+13% +$284K 0.43% 41
2023
Q1 		$2.11M Sell
132,036
-3,399
-3% -$53.1K 0.41% 38
2022
Q4 		$2.02M Sell
135,435
-10,290
-7% -$155K 0.41% 35
2022
Q3 		$2.04M Sell
145,725
-3,252
-2% -$50.6K 0.47% 34
2022
Q2 		$2.19M Sell
148,977
-33,330
-18% -$535K 0.53% 34
2022
Q1 		$3.24M Buy
182,307
+1,647
+0.9% +$28.9K 0.7% 30
2021
Q4 		$3.4M Buy
180,660
+122,478
+211% +$2.25M 0.72% 35
2021
Q3 		$1.01M Sell
58,182
-20,826
-26% -$370K 0.23% 40
2021
Q2 		$1.37M Buy
79,008
+25,920
+49% +$439K 0.35% 34
2021
Q1 		$856K Buy
53,088
+24,666
+87% +$389K 0.23% 35
2020
Q4 		$431K Buy
28,422
+18,228
+179% +$260K 0.12% 41
2020
Q3 		$135K Buy
10,194
+6,876
+207% +$90.4K 0.05% 80
2020
Q2 		$41K Sell
3,318
-384
-10% -$4.43K 0.01% 234
2020
Q1 		$37K Buy
3,702
+660
+22% +$7.99K 0.02% 112
2019
Q4 		$39K Buy
3,042
+2,178
+252% +$26.7K 0.01% 116
2019
Q3 		$10K Sell
864
-1,372,902
-100% -$16.2M ﹤0.01% 184
2019
Q2 		$16.1M Buy
1,373,766
+1,373,676
+1,526,307% +$15.9M 5.99% 4
2019
Q1 		$1K Hold
90
– – ﹤0.01% 268
2018
Q4 		$1K Hold
90
– – ﹤0.01% 262
2018
Q3 		$1K Hold
90
– – ﹤0.01% 277
2018
Q2 		$1K Hold
90
– – ﹤0.01% 268
2018
Q1 		$1K Hold
90
– – ﹤0.01% 276
2017
Q4 		$0 Buy
90
+60
+200% +$629 ﹤0.01% 254
2017
Q3 		$0 Sell
30
-84
-74% -$834 ﹤0.01% 263
2017
Q2 		$1K Sell
114
-276
-71% -$2.67K ﹤0.01% 240
2017
Q1 		$1K Hold
390
– – ﹤0.01% 264
2016
Q4 		$3K Sell
390
-2,400
-86% -$21.1K ﹤0.01% 225
2016
Q3 		$24K Sell
2,790
-50,046
-95% -$434K 0.01% 131
2016
Q2 		$442K Sell
52,836
-291,732
-85% -$2.42M 0.23% 25
2016
Q1 		$2.83M Sell
344,568
-1,073,310
-76% -$8.34M 1.47% 15
2015
Q4 		$11.6M Buy
1,417,878
+293,886
+26% +$2.42M 5.94% 4
2015
Q3 		$8.69M Buy
1,123,992
+41,124
+4% +$338K 5.88% 5
2015
Q2 		$9.06M Sell
1,082,868
-374,142
-26% -$3.2M 4.24% 5
2015
Q1 		$12.3M Sell
1,457,010
-308,736
-17% -$2.58M 5.74% 5
2014
Q4 		$14.7M Buy
1,765,746
+1,131,960
+179% +$9.17M 8.1% 3
2014
Q3 		$5.02M Sell
633,786
-11,976
-2% -$95.8K 3.43% 7
2014
Q2 		$5.13M Buy
645,762
+16,434
+3% +$127K 3.4% 8
2014
Q1 		$4.79M Buy
629,328
+629,262
+953,427% +$4.71M 3.3% 9
2013
Q4 		$0 Buy
66
+60
+1,000% +$431 ﹤0.01% 272
2013
Q3 		$0 Buy
+6
New +$41 ﹤0.01% 272

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

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

Financial Management Professionals reduced its Schwab US Broad Market ETF (SCHB) stake by 2.9% in Q2 2026, selling an estimated $69.5K and leaving 82,591 shares worth $2.39M. The position accounts for 0.23% of the portfolio, ranked #39.

Financial Management Professionals first reported a position in SCHB in Q3 2013 and has held it in 52 quarters since. The position peaked at $16.1M in Q2 2019. 289 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Financial Management Professionals held 82,591 shares of Schwab US Broad Market ETF worth $2.39M as of Q2 2026.
  • Financial Management Professionals sold 2,483 Schwab US Broad Market ETF shares in Q2 2026, an estimated $69.5K.
  • Schwab US Broad Market ETF made up 0.23% of Financial Management Professionals's portfolio in Q2 2026, its #39 holding.
  • Financial Management Professionals first reported a position in Schwab US Broad Market ETF in Q3 2013 and has held it in 52 quarters since.
  • Financial Management Professionals's Schwab US Broad Market ETF position peaked at $16.1M in Q2 2019.
  • 289 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.