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

Keating Financial Advisory 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 		$34.6K Hold
1,194
– – ﹤0.01% 791
2026
Q1 		$30K Hold
1,194
– – ﹤0.01% 759
2025
Q4 		$31.3K Buy
+1,194
New +$31.1K ﹤0.01% 782

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HCM
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Keating Financial Advisory Services's SCHB Position: Q2 2026 in Review

Keating Financial Advisory Services held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 1,194 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Keating Financial Advisory Services first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Keating Financial Advisory Services held 1,194 shares of Schwab US Broad Market ETF worth $34.6K as of Q2 2026.
  • Keating Financial Advisory Services left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #791 holding.
  • Keating Financial Advisory Services first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.