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J. Hagan Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

J. Hagan Capital’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 		$414K Buy
14,288
+601
+4% +$16.8K 0.19% 55
2026
Q1 		$344K Sell
13,687
-6,216
-31% -$163K 0.19% 57
2025
Q4 		$522K Sell
19,903
-58,583
-75% -$1.53M 0.29% 47
2025
Q3 		$2.02M Buy
78,486
+2,615
+3% +$64.7K 1.22% 22
2025
Q2 		$1.84M Sell
75,871
-46,046
-38% -$1.01M 1.24% 21
2025
Q1 		$2.77M Buy
+121,917
New +$2.77M 2.25% 15

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

J. Hagan Capital's SCHB Position: Q2 2026 in Review

J. Hagan Capital increased its Schwab US Broad Market ETF (SCHB) stake by 4.4% in Q2 2026, buying an estimated $16.8K and bringing the position to 14,288 shares worth $414K. The position accounts for 0.19% of the portfolio, ranked #55.

J. Hagan Capital first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.77M in Q1 2025. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • J. Hagan Capital held 14,288 shares of Schwab US Broad Market ETF worth $414K as of Q2 2026.
  • J. Hagan Capital bought 601 Schwab US Broad Market ETF shares in Q2 2026, an estimated $16.8K.
  • Schwab US Broad Market ETF made up 0.19% of J. Hagan Capital's portfolio in Q2 2026, its #55 holding.
  • J. Hagan Capital first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • J. Hagan Capital's Schwab US Broad Market ETF position peaked at $2.77M in Q1 2025.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on J. Hagan Capital's 13F filing for Q2 2026, filed 14 Aug 2026.