LRI Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

LRI Investments’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	–	Sell	-668	Closed	-$16.8K	–	1995
2026 Q1	$16.8K	Sell	668 -668	-50%	-$17.5K	﹤0.01%	738
2025 Q4	$35K	Buy	+1,336	New	+$34.8K	﹤0.01%	605
2025 Q3	–	Sell	-661	Closed	-$15.8K	–	1355
2025 Q2	$15.8K	Buy	+661	New	+$14.6K	﹤0.01%	750

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 $104B AUM 28.3% 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

LRI Investments's SCHB Position: Q2 2026 in Review

LRI Investments sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 668 shares — an estimated $16.8K sold.

LRI Investments first reported a position in SCHB in Q2 2025 and held it in 3 quarters. The position peaked at $35K in Q4 2025. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

LRI Investments reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
LRI Investments sold 668 Schwab US Broad Market ETF shares in Q2 2026, an estimated $16.8K.
LRI Investments first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 3 quarters.
LRI Investments's Schwab US Broad Market ETF position peaked at $35K in Q4 2025.
1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.