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Spectrum Financial Alliance’s Schwab US Broad Market ETF SCHB Stock Holding History

Spectrum Financial Alliance’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 		$203K Buy
+7,020
New +$197K 0.03% 31

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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Spectrum Financial Alliance's SCHB Position: Q2 2026 in Review

Spectrum Financial Alliance opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,020 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #31 among its holdings.

1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Spectrum Financial Alliance held 7,020 shares of Schwab US Broad Market ETF worth $203K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Spectrum Financial Alliance position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of Spectrum Financial Alliance's portfolio in Q2 2026, its #31 holding.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Spectrum Financial Alliance's 13F filing for Q2 2026, filed 22 Jul 2026.