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Horizon Investment Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Horizon Investment Services’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
Q1 		$741K Buy
29,508
+11
+0% +$289 0.26% 75
2025
Q4 		$774K Buy
29,497
+167
+0.6% +$4.35K 0.28% 68
2025
Q3 		$754K Buy
29,330
+168
+0.6% +$4.16K 0.28% 64
2025
Q2 		$695K Sell
29,162
-1,328
-4% -$29.3K 0.3% 65
2025
Q1 		$656K Sell
30,490
-1,894
-6% -$43.1K 0.32% 65
2024
Q4 		$735K Buy
32,384
+50
+0.2% +$1.14K 0.31% 71
2024
Q3 		$717K Buy
32,334
+600
+2% +$12.8K 0.31% 66
2024
Q2 		$665K Buy
31,734
+5,013
+19% +$102K 0.31% 66
2024
Q1 		$544K Buy
26,721
+195
+0.7% +$3.77K 0.27% 72
2023
Q4 		$492K Buy
26,526
+900
+4% +$15.5K 0.27% 73
2023
Q3 		$426K Buy
25,626
+1,116
+5% +$19.3K 0.26% 71
2023
Q2 		$422K Hold
24,510
– – 0.26% 69
2023
Q1 		$391K Buy
+24,510
New +$383K 0.25% 78

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Horizon Investment Services's SCHB Position: Q1 2026 in Review

Horizon Investment Services increased its Schwab US Broad Market ETF (SCHB) stake by 0.04% in Q1 2026, buying an estimated $289 and bringing the position to 29,508 shares worth $741K. The position accounts for 0.26% of the portfolio, ranked #75.

Horizon Investment Services first reported a position in SCHB in Q1 2023 and has held it in 13 quarters since. The position peaked at $774K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Horizon Investment Services held 29,508 shares of Schwab US Broad Market ETF worth $741K as of Q1 2026.
  • Horizon Investment Services bought 11 Schwab US Broad Market ETF shares in Q1 2026, an estimated $289.
  • Schwab US Broad Market ETF made up 0.26% of Horizon Investment Services's portfolio in Q1 2026, its #75 holding.
  • Horizon Investment Services first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 13 quarters since.
  • Horizon Investment Services's Schwab US Broad Market ETF position peaked at $774K in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.