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Squire Investment Management Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Squire Investment Management Company’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 		$348K Hold
12,000
– – 0.08% 69
2026
Q1 		$301K Hold
12,000
– – 0.08% 63
2025
Q4 		$315K Sell
12,000
-2
-0% -$52 0.1% 60
2025
Q3 		$309K Hold
12,002
– – 0.1% 59
2025
Q2 		$286K Hold
12,002
– – 0.11% 58
2025
Q1 		$258K Buy
12,002
+2
+0% +$45 0.11% 59
2024
Q4 		$272K Hold
12,000
– – 0.12% 59
2024
Q3 		$266K Hold
12,000
– – 0.13% 58
2024
Q2 		$251K Hold
12,000
– – 0.14% 52
2024
Q1 		$244K Hold
12,000
– – 0.15% 50
2023
Q4 		$223K Buy
+12,000
New +$207K 0.18% 48

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R
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SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Squire Investment Management Company's SCHB Position: Q2 2026 in Review

Squire Investment Management Company held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 12,000 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #69.

Squire Investment Management Company first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,179 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Squire Investment Management Company held 12,000 shares of Schwab US Broad Market ETF worth $348K as of Q2 2026.
  • Squire Investment Management Company left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.08% of Squire Investment Management Company's portfolio in Q2 2026, its #69 holding.
  • Squire Investment Management Company first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.