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

Stratos Investment Management’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 		$6.29M Sell
217,173
-4,239
-2% -$119K 0.23% 84
2026
Q1 		$5.56M Buy
221,412
+13,162
+6% +$345K 0.22% 90
2025
Q4 		$5.46M Sell
208,250
-3,743
-2% -$97.4K 0.22% 89
2025
Q3 		$5.45M Sell
211,993
-10,569
-5% -$262K 0.22% 87
2025
Q2 		$5.3M Buy
222,562
+33,626
+18% +$741K 0.24% 84
2025
Q1 		$4.07M Buy
+188,936
New +$4.3M 0.22% 88

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Stratos Investment Management's SCHB Position: Q2 2026 in Review

Stratos Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.9% in Q2 2026, selling an estimated $119K and leaving 217,173 shares worth $6.29M. The position accounts for 0.23% of the portfolio, ranked #84.

Stratos Investment Management first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Stratos Investment Management held 217,173 shares of Schwab US Broad Market ETF worth $6.29M as of Q2 2026.
  • Stratos Investment Management sold 4,239 Schwab US Broad Market ETF shares in Q2 2026, an estimated $119K.
  • Schwab US Broad Market ETF made up 0.23% of Stratos Investment Management's portfolio in Q2 2026, its #84 holding.
  • Stratos Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.