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Signal Tree Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Signal Tree Financial 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 		$316K Buy
10,900
+1,566
+17% +$43.8K 0.21% 35
2026
Q1 		$234K Buy
+9,334
New +$245K 0.18% 43

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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Signal Tree Financial Partners's SCHB Position: Q2 2026 in Review

Signal Tree Financial Partners increased its Schwab US Broad Market ETF (SCHB) stake by 17% in Q2 2026, buying an estimated $43.8K and bringing the position to 10,900 shares worth $316K. The position accounts for 0.21% of the portfolio, ranked #35.

Signal Tree Financial Partners first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Signal Tree Financial Partners held 10,900 shares of Schwab US Broad Market ETF worth $316K as of Q2 2026.
  • Signal Tree Financial Partners bought 1,566 Schwab US Broad Market ETF shares in Q2 2026, an estimated $43.8K.
  • Schwab US Broad Market ETF made up 0.21% of Signal Tree Financial Partners's portfolio in Q2 2026, its #35 holding.
  • Signal Tree Financial Partners first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.