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

Markowski 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 		$30.8K Buy
+1,065
New +$29.8K 0.01% 261

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $103B AUM 28.65% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Markowski Investments's SCHB Position: Q2 2026 in Review

Markowski Investments opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 1,065 shares worth $30.8K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings.

1,244 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Markowski Investments held 1,065 shares of Schwab US Broad Market ETF worth $30.8K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Markowski Investments position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.01% of Markowski Investments's portfolio in Q2 2026, its #261 holding.
  • 1,244 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.