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Houlihan Financial Resource Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Houlihan Financial Resource Group’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 		$220K Buy
+7,592
New +$213K 0.08% 110
2026
Q1 		– Sell
-7,551
Closed -$201K – 110
2025
Q4 		$201K Buy
+7,551
New +$197K 0.08% 107
2020
Q3 		$124K Buy
+8,724
New +$115K 0.07% 118

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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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

Houlihan Financial Resource Group's SCHB Position: Q2 2026 in Review

Houlihan Financial Resource Group opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,592 shares worth $220K. The stake represents 0.08% of the portfolio and ranks #110 among its holdings. This is a return to the name: Houlihan Financial Resource Group previously reported a position in SCHB as recently as Q4 2025.

Houlihan Financial Resource Group first reported a position in SCHB in Q3 2020 and has held it in 3 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Houlihan Financial Resource Group held 7,592 shares of Schwab US Broad Market ETF worth $220K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Houlihan Financial Resource Group position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.08% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #110 holding.
  • Houlihan Financial Resource Group first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 3 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.