HCC
SCHB icon

Hirtle Callaghan & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Hirtle Callaghan & Co’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 		$618K Hold
21,347
– – 0.02% 77
2026
Q1 		$536K Hold
21,347
– – 0.02% 81
2025
Q4 		$560K Hold
21,347
– – 0.02% 83
2025
Q3 		$549K Hold
21,347
– – 0.02% 79
2025
Q2 		$509K Hold
21,347
– – 0.02% 82
2025
Q1 		$460K Sell
21,347
-490
-2% -$11.1K 0.02% 86
2024
Q4 		$496K Hold
21,837
– – 0.02% 87
2024
Q3 		$484K Buy
+21,837
New +$466K 0.02% 78
2017
Q3 		– Sell
-7,332
Closed -$71K – 206
2017
Q2 		$71K Hold
7,332
– – 0.01% 49
2017
Q1 		$70K Hold
7,332
– – 0.01% 53
2016
Q4 		$66K Buy
+7,332
New +$64.6K 0.01% 54

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 $103B AUM 28.65% 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

Hirtle Callaghan & Co's SCHB Position: Q2 2026 in Review

Hirtle Callaghan & Co held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 21,347 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #77.

Hirtle Callaghan & Co first reported a position in SCHB in Q4 2016 and has held it in 11 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Hirtle Callaghan & Co held 21,347 shares of Schwab US Broad Market ETF worth $618K as of Q2 2026.
  • Hirtle Callaghan & Co left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #77 holding.
  • Hirtle Callaghan & Co first reported a position in Schwab US Broad Market ETF in Q4 2016 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 Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.