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Sherry Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Sherry Group’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 		$230K Hold
7,848
– – 0.22% 46
2026
Q2 		$225K Hold
7,848
– – 0.22% 46
2026
Q1 		$197K Hold
7,848
– – 0.22% 39
2025
Q4 		$208K Buy
+7,848
New +$204K 0.22% 40

Other funds holding SCHB

SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

Sherry Group's SCHB Position: Q3 2026 in Review

Sherry Group held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 7,848 shares worth $230K. The position accounts for 0.22% of the portfolio, ranked #46.

Sherry Group first reported a position in SCHB in Q4 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Sherry Group held 7,848 shares of Schwab US Broad Market ETF worth $230K as of Q3 2026.
  • Sherry Group left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up 0.22% of Sherry Group's portfolio in Q3 2026, its #46 holding.
  • Sherry Group first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.