HW
SCHB icon

Hamilton Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Hamilton Wealth’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 		$1.22M Hold
42,246
– – 0.22% 51
2026
Q1 		$1.06M Hold
42,246
– – 0.21% 49
2025
Q4 		$1.11M Buy
+42,246
New +$1.1M 0.21% 51
2020
Q2 		– Sell
-27,792
Closed -$280K – 46
2020
Q1 		$280K Sell
27,792
-1,632
-6% -$19.7K 0.21% 33
2019
Q4 		$377K Buy
29,424
+2,202
+8% +$27K 0.26% 38
2019
Q3 		$322K Buy
27,222
+3,708
+16% +$43.8K 0.23% 36
2019
Q2 		$276K Buy
+23,514
New +$272K 0.2% 39

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 $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

Hamilton Wealth's SCHB Position: Q2 2026 in Review

Hamilton Wealth held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 42,246 shares worth $1.22M. The position accounts for 0.22% of the portfolio, ranked #51.

Hamilton Wealth first reported a position in SCHB in Q2 2019 and has held it in 7 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Hamilton Wealth held 42,246 shares of Schwab US Broad Market ETF worth $1.22M as of Q2 2026.
  • Hamilton Wealth left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.22% of Hamilton Wealth's portfolio in Q2 2026, its #51 holding.
  • Hamilton Wealth first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 7 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.