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Hoertkorn Richard Charles’s Schwab US Broad Market ETF SCHB Stock Holding History

Hoertkorn Richard Charles’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 		$71.8K Hold
2,480
– – 0.05% 43
2026
Q1 		$62.2K Hold
2,480
– – 0.05% 47
2025
Q4 		$65K Hold
2,480
– – 0.03% 51
2025
Q3 		$63.8K Hold
2,480
– – 0.02% 52
2025
Q2 		$59.1K Sell
2,480
-220
-8% -$4.85K 0.03% 53
2025
Q1 		$58.1K Hold
2,700
– – 0.03% 55
2024
Q4 		$61.3K Hold
2,700
– – 0.03% 57
2024
Q3 		$59.9K Hold
2,700
– – 0.03% 58
2024
Q2 		$56.6K Hold
2,700
– – 0.02% 59
2024
Q1 		$54.9K Hold
2,700
– – 0.02% 57
2023
Q4 		$50.1K Hold
2,700
– – 0.02% 57
2023
Q3 		$44.9K Hold
2,700
– – 0.02% 58
2023
Q2 		$46.5K Hold
2,700
– – 0.02% 58
2023
Q1 		$43.1K Hold
2,700
– – 0.02% 59
2022
Q4 		$40.3K Hold
2,700
– – 0.02% 59
2022
Q3 		$38K Hold
2,700
– – 0.02% 57
2022
Q2 		$40K Hold
2,700
– – 0.02% 58
2022
Q1 		$48K Hold
2,700
– – 0.02% 57
2021
Q4 		$51K Hold
2,700
– – 0.02% 60
2021
Q3 		$47K Hold
2,700
– – 0.02% 59
2021
Q2 		$47K Hold
2,700
– – 0.02% 59
2021
Q1 		$44K Sell
2,700
-90
-3% -$1.42K 0.02% 60
2020
Q4 		$42K Hold
2,790
– – 0.02% 62
2020
Q3 		$37K Hold
2,790
– – 0.02% 64
2020
Q2 		$34K Hold
2,790
– – 0.02% 64
2020
Q1 		$28K Sell
2,790
-210
-7% -$2.54K 0.02% 62
2019
Q4 		$38K Hold
3,000
– – 0.02% 62
2019
Q3 		$36K Buy
+3,000
New +$35.4K 0.02% 63

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

Hoertkorn Richard Charles's SCHB Position: Q2 2026 in Review

Hoertkorn Richard Charles held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 2,480 shares worth $71.8K. The position accounts for 0.05% of the portfolio, ranked #43.

Hoertkorn Richard Charles first reported a position in SCHB in Q3 2019 and has held it in 28 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Hoertkorn Richard Charles held 2,480 shares of Schwab US Broad Market ETF worth $71.8K as of Q2 2026.
  • Hoertkorn Richard Charles left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.05% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #43 holding.
  • Hoertkorn Richard Charles first reported a position in Schwab US Broad Market ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.