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Leo H. Evart Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Leo H. Evart Inc’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 		$117K Buy
4,044
+11
+0.3% +$308 0.09% 69
2026
Q1 		$101K Buy
+4,033
New +$106K 0.09% 75

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Leo H. Evart Inc's SCHB Position: Q2 2026 in Review

Leo H. Evart Inc increased its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q2 2026, buying an estimated $308 and bringing the position to 4,044 shares worth $117K. The position accounts for 0.09% of the portfolio, ranked #69.

Leo H. Evart Inc first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Leo H. Evart Inc held 4,044 shares of Schwab US Broad Market ETF worth $117K as of Q2 2026.
  • Leo H. Evart Inc bought 11 Schwab US Broad Market ETF shares in Q2 2026, an estimated $308.
  • Schwab US Broad Market ETF made up 0.09% of Leo H. Evart Inc's portfolio in Q2 2026, its #69 holding.
  • Leo H. Evart Inc first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.