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Hexagon Capital Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Hexagon Capital Partners’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
2025
Q2 		– Sell
-346
Closed -$7.44K – 1398
2025
Q1 		$7.44K Buy
346
+226
+188% +$5.14K ﹤0.01% 1060
2024
Q4 		$2.72K Hold
120
– – ﹤0.01% 1339
2024
Q3 		$2.68K Sell
120
-3
-2% -$64 ﹤0.01% 1167
2024
Q2 		$2.52K Buy
123
+3
+3% +$61 ﹤0.01% 1129
2024
Q1 		$2.44K Sell
120
-276
-70% -$5.34K ﹤0.01% 1125
2023
Q4 		$7.34K Buy
396
+3
+0.8% +$52 ﹤0.01% 894
2023
Q3 		$6.55K Buy
393
+111
+39% +$1.92K ﹤0.01% 846
2023
Q2 		$4.85K Hold
282
– – ﹤0.01% 909
2023
Q1 		$4.48K Buy
282
+3
+1% +$47 ﹤0.01% 905
2022
Q4 		$4.17K Hold
279
– – ﹤0.01% 947
2022
Q3 		$4K Buy
279
+3
+1% +$47 ﹤0.01% 984
2022
Q2 		$4K Hold
276
– – ﹤0.01% 858
2022
Q1 		$5K Buy
+276
New +$4.84K ﹤0.01% 724

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R
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Hexagon Capital Partners's SCHB Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 346 shares — an estimated $7.44K sold.

Hexagon Capital Partners first reported a position in SCHB in Q1 2022 and held it in 13 quarters. The position peaked at $7.44K in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 346 Schwab US Broad Market ETF shares in Q2 2025, an estimated $7.44K.
  • Hexagon Capital Partners first reported a position in Schwab US Broad Market ETF in Q1 2022 and held it in 13 quarters.
  • Hexagon Capital Partners's Schwab US Broad Market ETF position peaked at $7.44K in Q1 2025.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.