Highland Investment Advisors LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Highland Investment Advisors LLC’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	$117	Buy	+4	New	+$112	﹤0.01%	672

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Highland Investment Advisors LLC's SCHB Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 4 shares worth $117. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings.

1,242 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Highland Investment Advisors LLC held 4 shares of Schwab US Broad Market ETF worth $117 as of Q2 2026.
Schwab US Broad Market ETF was a new Highland Investment Advisors LLC position in Q2 2026.
Schwab US Broad Market ETF made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #672 holding.
1,242 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.