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

Hughes Financial 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 		$493 Hold
17
– – ﹤0.01% 1102
2026
Q1 		$427 Hold
17
– – ﹤0.01% 963
2025
Q4 		$446 Hold
17
– – ﹤0.01% 941
2025
Q3 		$446 Hold
17
– – ﹤0.01% 991
2025
Q2 		$415 Buy
17
+2
+13% +$44 ﹤0.01% 1011
2025
Q1 		$324 Buy
+15
New +$341 ﹤0.01% 1032

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Betterment LLC
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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

Hughes Financial Services's SCHB Position: Q2 2026 in Review

Hughes Financial Services held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 17 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Hughes Financial Services first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Hughes Financial Services held 17 shares of Schwab US Broad Market ETF worth $493 as of Q2 2026.
  • Hughes Financial Services left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1102 holding.
  • Hughes Financial Services first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.