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Lawood & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Lawood & Co’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 		$941K Sell
32,510
-1,000
-3% -$28K 0.64% 39
2026
Q1 		$841K Hold
33,510
– – 0.78% 37
2025
Q4 		$879K Buy
+33,510
New +$872K 0.83% 37

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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

Lawood & Co's SCHB Position: Q2 2026 in Review

Lawood & Co reduced its Schwab US Broad Market ETF (SCHB) stake by 3% in Q2 2026, selling an estimated $28K and leaving 32,510 shares worth $941K. The position accounts for 0.64% of the portfolio, ranked #39.

Lawood & Co first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,387 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Lawood & Co held 32,510 shares of Schwab US Broad Market ETF worth $941K as of Q2 2026.
  • Lawood & Co sold 1,000 Schwab US Broad Market ETF shares in Q2 2026, an estimated $28K.
  • Schwab US Broad Market ETF made up 0.64% of Lawood & Co's portfolio in Q2 2026, its #39 holding.
  • Lawood & Co first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,387 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.