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Hartline Investment Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

Hartline Investment Corp’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 		$393K Buy
+13,582
New +$380K 0.03% 89
2025
Q2 		– Sell
-14,820
Closed -$319K – 109
2025
Q1 		$319K Buy
+14,820
New +$337K 0.04% 90
2020
Q3 		– Sell
-17,586
Closed -$215K – 112
2020
Q2 		$215K Buy
+17,586
New +$203K 0.05% 101
2020
Q1 		– Sell
-17,586
Closed -$225K – 120
2019
Q4 		$225K Sell
17,586
-600
-3% -$7.36K 0.05% 113
2019
Q3 		$215K Hold
18,186
– – 0.05% 107
2019
Q2 		$214K Sell
18,186
-900
-5% -$10.4K 0.05% 108
2019
Q1 		$216K Buy
+19,086
New +$208K 0.06% 106
2018
Q4 		– Sell
-19,086
Closed -$224K – 113
2018
Q3 		$224K Sell
19,086
-1,200
-6% -$13.8K 0.05% 104
2018
Q2 		$223K Sell
20,286
-750
-4% -$8.2K 0.06% 97
2018
Q1 		$224K Sell
21,036
-2,100
-9% -$23.1K 0.06% 100
2017
Q4 		$249K Buy
+23,136
New +$243K 0.07% 103
2017
Q2 		– Sell
-25,176
Closed -$239K – 109
2017
Q1 		$239K Buy
25,176
+1,200
+5% +$11.3K 0.08% 103
2016
Q4 		$217K Buy
+23,976
New +$211K 0.08% 101
2014
Q1 		– Sell
-32,334
Closed -$243K – 108
2013
Q4 		$243K Buy
+32,334
New +$233K 0.08% 93

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

Hartline Investment Corp's SCHB Position: Q2 2026 in Review

Hartline Investment Corp opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 13,582 shares worth $393K. The stake represents 0.03% of the portfolio and ranks #89 among its holdings. This is a return to the name: Hartline Investment Corp previously reported a position in SCHB as recently as Q1 2025.

Hartline Investment Corp first reported a position in SCHB in Q4 2013 and has held it in 14 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Hartline Investment Corp held 13,582 shares of Schwab US Broad Market ETF worth $393K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Hartline Investment Corp position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of Hartline Investment Corp's portfolio in Q2 2026, its #89 holding.
  • Hartline Investment Corp first reported a position in Schwab US Broad Market ETF in Q4 2013 and has held it in 14 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Hartline Investment Corp's 13F filing for Q2 2026, filed 29 Jul 2026.