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FinArc Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

FinArc Investments’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 		$340K Sell
11,727
-4,947
-30% -$138K 0.31% 40
2026
Q1 		$419K Buy
+16,674
New +$438K 0.4% 39

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Wealthfront Advisers
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

FinArc Investments's SCHB Position: Q2 2026 in Review

FinArc Investments reduced its Schwab US Broad Market ETF (SCHB) stake by 30% in Q2 2026, selling an estimated $138K and leaving 11,727 shares worth $340K. The position accounts for 0.31% of the portfolio, ranked #40.

FinArc Investments first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. The position peaked at $419K in Q1 2026. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • FinArc Investments held 11,727 shares of Schwab US Broad Market ETF worth $340K as of Q2 2026.
  • FinArc Investments sold 4,947 Schwab US Broad Market ETF shares in Q2 2026, an estimated $138K.
  • Schwab US Broad Market ETF made up 0.31% of FinArc Investments's portfolio in Q2 2026, its #40 holding.
  • FinArc Investments first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • FinArc Investments's Schwab US Broad Market ETF position peaked at $419K in Q1 2026.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on FinArc Investments's 13F filing for Q2 2026, filed 13 Aug 2026.