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HUB Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

HUB Investment Partners’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 		$1.75M Buy
60,288
+679
+1% +$19K 0.03% 319
2026
Q1 		$1.5M Sell
59,609
-2,917
-5% -$76.5K 0.04% 287
2025
Q4 		$1.64M Sell
62,526
-17,172
-22% -$447K 0.04% 236
2025
Q3 		$2.05M Sell
79,698
-54
-0.1% -$1.34K 0.07% 192
2025
Q2 		$1.9M Buy
79,752
+1,863
+2% +$41K 0.06% 191
2025
Q1 		$1.68M Buy
77,889
+3,469
+5% +$78.9K 0.07% 182
2024
Q4 		$1.69M Buy
74,420
+24,857
+50% +$568K 0.07% 166
2024
Q3 		$1.1M Buy
49,563
+306
+0.6% +$6.53K 0.05% 197
2024
Q2 		$1.03M Hold
49,257
– – 0.04% 186
2024
Q1 		$1M Buy
+49,257
New +$953K 0.05% 182
2022
Q4 		– Sell
-16,944
Closed -$237K – 172
2022
Q3 		$237K Sell
16,944
-1,038
-6% -$16.1K 0.07% 159
2022
Q2 		$265K Buy
17,982
+12
+0.1% +$193 0.08% 139
2022
Q1 		$320K Hold
17,970
– – 0.08% 139
2021
Q4 		$338K Buy
17,970
+612
+4% +$11.3K 0.08% 144
2021
Q3 		$300K Sell
17,358
-2,760
-14% -$49.1K 0.07% 168
2021
Q2 		$350K Buy
20,118
+2,550
+15% +$43.2K 0.09% 146
2021
Q1 		$283K Buy
17,568
+312
+2% +$4.92K 0.08% 175
2020
Q4 		$229K Buy
+17,256
New +$246K 0.1% 136

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

HUB Investment Partners's SCHB Position: Q2 2026 in Review

HUB Investment Partners increased its Schwab US Broad Market ETF (SCHB) stake by 1.1% in Q2 2026, buying an estimated $19K and bringing the position to 60,288 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #319.

HUB Investment Partners first reported a position in SCHB in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.05M in Q3 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • HUB Investment Partners held 60,288 shares of Schwab US Broad Market ETF worth $1.75M as of Q2 2026.
  • HUB Investment Partners bought 679 Schwab US Broad Market ETF shares in Q2 2026, an estimated $19K.
  • Schwab US Broad Market ETF made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #319 holding.
  • HUB Investment Partners first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 18 quarters since.
  • HUB Investment Partners's Schwab US Broad Market ETF position peaked at $2.05M in Q3 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.