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

Stonekeep 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 		$27.4M Buy
945,015
+29,705
+3% +$832K 15.93% 1
2026
Q1 		$23M Buy
915,310
+31,144
+4% +$817K 14.89% 1
2025
Q4 		$23.2M Buy
884,166
+471
+0.1% +$12.3K 14.83% 1
2025
Q3 		$22.7M Buy
883,695
+21,565
+3% +$534K 14.4% 1
2025
Q2 		$20.5M Buy
862,130
+3,615
+0.4% +$79.6K 13.83% 2
2025
Q1 		$18.5M Buy
858,515
+64,125
+8% +$1.46M 13.63% 2
2024
Q4 		$18M Sell
794,390
-10,084
-1% -$230K 13.43% 2
2024
Q3 		$17.8M Sell
804,474
-3,345
-0.4% -$71.4K 13.77% 2
2024
Q2 		$16.9M Buy
+807,819
New +$16.4M 13.73% 2

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Stonekeep Investments's SCHB Position: Q2 2026 in Review

Stonekeep Investments increased its Schwab US Broad Market ETF (SCHB) stake by 3.2% in Q2 2026, buying an estimated $832K and bringing the position to 945,015 shares worth $27.4M. The position accounts for 15.93% of the portfolio, ranked #1.

Stonekeep Investments first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Stonekeep Investments held 945,015 shares of Schwab US Broad Market ETF worth $27.4M as of Q2 2026.
  • Stonekeep Investments bought 29,705 Schwab US Broad Market ETF shares in Q2 2026, an estimated $832K.
  • Schwab US Broad Market ETF made up 15.93% of Stonekeep Investments's portfolio in Q2 2026, its #1 holding.
  • Stonekeep Investments first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Stonekeep Investments's 13F filing for Q2 2026, filed 10 Jul 2026.