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Range Advisory, LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Range Advisory, 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 		$1.93M Buy
66,755
+27,799
+71% +$778K 0.23% 62
2026
Q1 		$978K Buy
38,956
+8,725
+29% +$229K 0.18% 74
2025
Q4 		$793K Buy
+30,231
New +$787K 0.2% 67

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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

Range Advisory, LLC's SCHB Position: Q2 2026 in Review

Range Advisory, LLC increased its Schwab US Broad Market ETF (SCHB) stake by 71% in Q2 2026, buying an estimated $778K and bringing the position to 66,755 shares worth $1.93M. The position accounts for 0.23% of the portfolio, ranked #62.

Range Advisory, LLC first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Range Advisory, LLC held 66,755 shares of Schwab US Broad Market ETF worth $1.93M as of Q2 2026.
  • Range Advisory, LLC bought 27,799 Schwab US Broad Market ETF shares in Q2 2026, an estimated $778K.
  • Schwab US Broad Market ETF made up 0.23% of Range Advisory, LLC's portfolio in Q2 2026, its #62 holding.
  • Range Advisory, LLC first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Range Advisory, LLC's 13F filing for Q2 2026, filed 2 Sep 2026.