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Keel Point’s Schwab US Broad Market ETF SCHB Stock Holding History

Keel Point’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 		$276K Buy
+9,520
New +$267K 0.02% 403

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 $103B AUM 28.65% 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

Keel Point's SCHB Position: Q2 2026 in Review

Keel Point opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 9,520 shares worth $276K. The stake represents 0.02% of the portfolio and ranks #403 among its holdings.

1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Keel Point held 9,520 shares of Schwab US Broad Market ETF worth $276K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Keel Point position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of Keel Point's portfolio in Q2 2026, its #403 holding.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.