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StoryOne LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

StoryOne LLC’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 		$376K Buy
+12,984
New +$363K 0.18% 53
2026
Q1 		– Hold
0
– – – 47

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

StoryOne LLC's SCHB Position: Q2 2026 in Review

StoryOne LLC opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 12,984 shares worth $376K. The stake represents 0.18% of the portfolio and ranks #53 among its holdings.

1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • StoryOne LLC held 12,984 shares of Schwab US Broad Market ETF worth $376K as of Q2 2026.
  • Schwab US Broad Market ETF was a new StoryOne LLC position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.18% of StoryOne LLC's portfolio in Q2 2026, its #53 holding.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on StoryOne LLC's 13F filing for Q2 2026, filed 24 Jul 2026.