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McCarley & Cook Financial Planners’s Schwab US Broad Market ETF SCHB Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$69.5K Buy
2,371
+24
+1% +$704 0.05% 81
2026
Q2 		$68K Buy
2,347
+11
+0.5% +$308 0.05% 81
2026
Q1 		$58.6K Buy
2,336
+21
+0.9% +$551 0.05% 89
2025
Q4 		$60.7K Buy
+2,315
New +$60.3K 0.05% 77

Other funds holding SCHB

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

McCarley & Cook Financial Planners's SCHB Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Schwab US Broad Market ETF (SCHB) stake by 1% in Q3 2026, buying an estimated $704 and bringing the position to 2,371 shares worth $69.5K. The position accounts for 0.05% of the portfolio, ranked #81.

McCarley & Cook Financial Planners first reported a position in SCHB in Q4 2025 and has held it in 4 quarters since. 598 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • McCarley & Cook Financial Planners held 2,371 shares of Schwab US Broad Market ETF worth $69.5K as of Q3 2026.
  • McCarley & Cook Financial Planners bought 24 Schwab US Broad Market ETF shares in Q3 2026, an estimated $704.
  • Schwab US Broad Market ETF made up 0.05% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #81 holding.
  • McCarley & Cook Financial Planners first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 598 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.