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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
Q2 		$857K Buy
29,578
+70
+0.2% +$1.96K 0.24% 68
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 $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

Horizon Investment Services's SCHB Position: Q2 2026 in Review

Horizon Investment Services increased its Schwab US Broad Market ETF (SCHB) stake by 0.24% in Q2 2026, buying an estimated $1.96K and bringing the position to 29,578 shares worth $857K. The position accounts for 0.24% of the portfolio, ranked #68.

Horizon Investment Services first reported a position in SCHB in Q1 2023 and has held it in 14 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Horizon Investment Services held 29,578 shares of Schwab US Broad Market ETF worth $857K as of Q2 2026.
  • Horizon Investment Services bought 70 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.96K.
  • Schwab US Broad Market ETF made up 0.24% of Horizon Investment Services's portfolio in Q2 2026, its #68 holding.
  • Horizon Investment Services first reported a position in Schwab US Broad Market ETF in Q1 2023 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 Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.