Hamilton Point Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Hamilton Point Investment 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	$726K	Hold	25,067	–	–	0.1%	92
2026 Q1	$629K	Hold	25,067	–	–	0.1%	88
2025 Q4	$658K	Hold	25,067	–	–	0.1%	88
2025 Q3	$644K	Buy	25,067 +19,466	+348%	+$482K	0.1%	86
2025 Q2	$133K	Hold	5,601	–	–	0.02%	132
2025 Q1	$121K	Hold	5,601	–	–	0.02%	126
2024 Q4	$127K	Hold	5,601	–	–	0.02%	128
2024 Q3	$124K	Hold	5,601	–	–	0.02%	129
2024 Q2	$118K	Hold	5,601	–	–	0.02%	121
2024 Q1	$114K	Hold	5,601	–	–	0.02%	124
2023 Q4	$104K	Buy	+5,601	New	+$96.7K	0.02%	128

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

Hamilton Point Investment Advisors's SCHB Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 25,067 shares worth $726K. The position accounts for 0.1% of the portfolio, ranked #92.

Hamilton Point Investment Advisors first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Hamilton Point Investment Advisors held 25,067 shares of Schwab US Broad Market ETF worth $726K as of Q2 2026.
Hamilton Point Investment Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.1% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #92 holding.
Hamilton Point Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.