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Live Oak Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Live Oak Investment Partners’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 		$458K Hold
15,828
– – 0.25% 68
2026
Q1 		$397K Hold
15,828
– – 0.23% 74
2025
Q4 		$415K Hold
15,828
– – 0.26% 69
2025
Q3 		$407K Hold
15,828
– – 0.27% 67
2025
Q2 		$377K Hold
15,828
– – 0.29% 67
2025
Q1 		$341K Buy
+15,828
New +$360K 0.27% 70
2024
Q4 		– Hold
0
– – – 68
2024
Q3 		– Hold
0
– – – 67
2024
Q2 		– Hold
0
– – – 67
2023
Q4 		– Hold
0
– – – 78
2023
Q3 		– Hold
0
– – – 83
2023
Q2 		– Hold
0
– – – 79
2023
Q1 		– Hold
0
– – – 81
2022
Q4 		– Hold
0
– – – 83

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R
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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

Live Oak Investment Partners's SCHB Position: Q2 2026 in Review

Live Oak Investment Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 15,828 shares worth $458K. The position accounts for 0.25% of the portfolio, ranked #68.

Live Oak Investment Partners first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Live Oak Investment Partners held 15,828 shares of Schwab US Broad Market ETF worth $458K as of Q2 2026.
  • Live Oak Investment Partners left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.25% of Live Oak Investment Partners's portfolio in Q2 2026, its #68 holding.
  • Live Oak Investment Partners first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.