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HRT Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

HRT Financial’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 		$604K Sell
19,700
-23,900
-55% -$627K ﹤0.01% 2377
2025
Q4 		$1.2M Buy
+43,600
New +$1.14M ﹤0.01% 1620

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 $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

HRT Financial's SCHB Position: Q1 2026 in Review

HRT Financial opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2026: 59,137 shares worth $1.48M. The stake represents ﹤0.01% of the portfolio and ranks #1802 among its holdings. This is a return to the name: HRT Financial previously reported a position in SCHB as recently as Q1 2025.

HRT Financial first reported a position in SCHB in Q4 2023 and has held it in 5 quarters since. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • HRT Financial held 59,137 shares of Schwab US Broad Market ETF worth $1.48M as of Q1 2026.
  • Schwab US Broad Market ETF was a new HRT Financial position in Q1 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #1802 holding.
  • HRT Financial first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.