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Godfrey Financial Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Godfrey Financial Associates’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 		$56K Sell
1,935
-6
-0.3% -$168 0.04% 235
2026
Q1 		$48.7K Hold
1,941
– – 0.04% 238
2025
Q4 		$50.9K Buy
+1,941
New +$50.5K 0.04% 216

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HCM
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Godfrey Financial Associates's SCHB Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Schwab US Broad Market ETF (SCHB) stake by 0.31% in Q2 2026, selling an estimated $168 and leaving 1,935 shares worth $56K. The position accounts for 0.04% of the portfolio, ranked #235.

Godfrey Financial Associates first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Godfrey Financial Associates held 1,935 shares of Schwab US Broad Market ETF worth $56K as of Q2 2026.
  • Godfrey Financial Associates sold 6 Schwab US Broad Market ETF shares in Q2 2026, an estimated $168.
  • Schwab US Broad Market ETF made up 0.04% of Godfrey Financial Associates's portfolio in Q2 2026, its #235 holding.
  • Godfrey Financial Associates first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.