Halbert Hargrove Global Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Halbert Hargrove Global Advisors’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	$118K	Sell	4,082 -1,582	-28%	-$44.3K	0.01%	141
2026 Q1	$142K	Hold	5,664	–	–	0.01%	117
2025 Q4	$149K	Hold	5,664	–	–	0.01%	114
2025 Q3	$146K	Hold	5,664	–	–	0.01%	119
2025 Q2	$135K	Hold	5,664	–	–	0.01%	104
2025 Q1	$122K	Hold	5,664	–	–	0.01%	106
2024 Q4	$129K	Buy	+5,664	New	+$129K	0.01%	104

Other funds holding SCHB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Halbert Hargrove Global Advisors's SCHB Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 28% in Q2 2026, selling an estimated $44.3K and leaving 4,082 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #141.

Halbert Hargrove Global Advisors first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $149K in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Halbert Hargrove Global Advisors held 4,082 shares of Schwab US Broad Market ETF worth $118K as of Q2 2026.
Halbert Hargrove Global Advisors sold 1,582 Schwab US Broad Market ETF shares in Q2 2026, an estimated $44.3K.
Schwab US Broad Market ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #141 holding.
Halbert Hargrove Global Advisors first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's Schwab US Broad Market ETF position peaked at $149K in Q4 2025.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.