KilterHowling LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

KilterHowling 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	$283K	Sell	9,783 -17,486	-64%	-$490K	0.13%	43
2026 Q1	$684K	Buy	27,269 +17,539	+180%	+$460K	0.35%	27
2025 Q4	$255K	Buy	9,730 +31	+0.3%	+$807	0.13%	46
2025 Q3	$249K	Buy	9,699 +28	+0.3%	+$693	0.14%	42
2025 Q2	$230K	Buy	9,671 +29	+0.3%	+$639	0.14%	43
2025 Q1	$210K	Buy	9,642 +29	+0.3%	+$660	0.14%	44
2024 Q4	$225K	Buy	9,613 +34	+0.4%	+$777	0.13%	43
2024 Q3	$212K	Buy	+9,579	New	+$205K	0.13%	48
2023 Q1	–	Sell	-30,999	Closed	-$463K	–	53
2022 Q4	$463K	Buy	+30,999	New	+$466K	0.49%	19
2022 Q1	–	Sell	-14,040	Closed	-$264K	–	55
2021 Q4	$264K	Buy	+14,040	New	+$258K	0.24%	53

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

Betterment LLC New York $59.1B AUM 18.41% 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

KilterHowling LLC's SCHB Position: Q2 2026 in Review

KilterHowling LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 64% in Q2 2026, selling an estimated $490K and leaving 9,783 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #43.

KilterHowling LLC first reported a position in SCHB in Q4 2021 and has held it in 10 quarters since. The position peaked at $684K in Q1 2026. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

KilterHowling LLC held 9,783 shares of Schwab US Broad Market ETF worth $283K as of Q2 2026.
KilterHowling LLC sold 17,486 Schwab US Broad Market ETF shares in Q2 2026, an estimated $490K.
Schwab US Broad Market ETF made up 0.13% of KilterHowling LLC's portfolio in Q2 2026, its #43 holding.
KilterHowling LLC first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 10 quarters since.
KilterHowling LLC's Schwab US Broad Market ETF position peaked at $684K in Q1 2026.
1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on KilterHowling LLC's 13F filing for Q2 2026, filed 11 Aug 2026.