FBB
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Fulton Breakefield Broenniman’s Schwab US Broad Market ETF SCHB Stock Holding History

Fulton Breakefield Broenniman’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 		$543K Buy
18,746
+27
+0.1% +$756 0.03% 123
2026
Q1 		$470K Buy
18,719
+379
+2% +$9.95K 0.03% 121
2025
Q4 		$481K Buy
18,340
+68
+0.4% +$1.77K 0.03% 128
2025
Q3 		$470K Sell
18,272
-311
-2% -$7.7K 0.03% 132
2025
Q2 		$443K Buy
18,583
+30
+0.2% +$661 0.03% 130
2025
Q1 		$399K Buy
18,553
+5,326
+40% +$121K 0.03% 126
2024
Q4 		$300K Buy
13,227
+15
+0.1% +$343 0.02% 146
2024
Q3 		$293K Buy
13,212
+24
+0.2% +$512 0.02% 149
2024
Q2 		$276K Buy
13,188
+849
+7% +$17.2K 0.02% 154
2024
Q1 		$251K Buy
12,339
+12
+0.1% +$232 0.02% 160
2023
Q4 		$229K Sell
12,327
-168
-1% -$2.9K 0.02% 163
2023
Q3 		$208K Sell
12,495
-330
-3% -$5.71K 0.02% 167
2023
Q2 		$221K Sell
12,825
-1,878
-13% -$30.6K 0.02% 165
2023
Q1 		$234K Buy
14,703
+15
+0.1% +$235 0.02% 157
2022
Q4 		$219K Buy
+14,688
New +$221K 0.02% 170
2022
Q3 		– Sell
-13,857
Closed -$204K – 166
2022
Q2 		$204K Buy
13,857
+12
+0.1% +$193 0.02% 165
2022
Q1 		$246K Sell
13,845
-1,191
-8% -$20.9K 0.02% 146
2021
Q4 		$283K Buy
+15,036
New +$277K 0.02% 169

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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 $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

Fulton Breakefield Broenniman's SCHB Position: Q2 2026 in Review

Fulton Breakefield Broenniman increased its Schwab US Broad Market ETF (SCHB) stake by 0.14% in Q2 2026, buying an estimated $756 and bringing the position to 18,746 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #123.

Fulton Breakefield Broenniman first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Fulton Breakefield Broenniman held 18,746 shares of Schwab US Broad Market ETF worth $543K as of Q2 2026.
  • Fulton Breakefield Broenniman bought 27 Schwab US Broad Market ETF shares in Q2 2026, an estimated $756.
  • Schwab US Broad Market ETF made up 0.03% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #123 holding.
  • Fulton Breakefield Broenniman first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.