Hardy Reed’s Schwab US Broad Market ETF SCHB Stock Holding History

Hardy Reed’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	$416K	Hold	14,351	–	–	0.03%	174
2026 Q1	$360K	Hold	14,351	–	–	0.03%	173
2025 Q4	$376K	Sell	14,351 -3,736	-21%	-$97.3K	0.03%	171
2025 Q3	$465K	Hold	18,087	–	–	0.03%	147
2025 Q2	$431K	Hold	18,087	–	–	0.03%	148
2025 Q1	$389K	Hold	18,087	–	–	0.03%	153
2024 Q4	$411K	Sell	18,087 -99	-0.5%	-$2.26K	0.04%	149
2024 Q3	$403K	Hold	18,186	–	–	0.04%	157
2024 Q2	$381K	Sell	18,186 -4,971	-21%	-$101K	0.04%	158
2024 Q1	$471K	Buy	23,157 +4,971	+27%	+$96.2K	0.06%	70
2023 Q4	$337K	Sell	18,186 -58,362	-76%	-$1.01M	0.05%	85
2023 Q3	$1.27M	Buy	+76,548	New	+$1.32M	0.23%	32

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 $104B AUM 28.3% 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

Hardy Reed's SCHB Position: Q2 2026 in Review

Hardy Reed held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 14,351 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #174.

Hardy Reed first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.27M in Q3 2023. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Hardy Reed held 14,351 shares of Schwab US Broad Market ETF worth $416K as of Q2 2026.
Hardy Reed left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.03% of Hardy Reed's portfolio in Q2 2026, its #174 holding.
Hardy Reed first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
Hardy Reed's Schwab US Broad Market ETF position peaked at $1.27M in Q3 2023.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.