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

Summit Financial’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
Q1 		$7.46M Sell
297,019
-63,326
-18% -$1.66M 0.1% 216
2025
Q4 		$9.45M Sell
360,345
-5,562
-2% -$145K 0.14% 136
2025
Q3 		$9.41M Sell
365,907
-55,125
-13% -$1.36M 0.14% 133
2025
Q2 		$10M Buy
421,032
+183,584
+77% +$4.04M 0.23% 81
2025
Q1 		$5.11M Buy
237,448
+141,455
+147% +$3.22M 0.14% 133
2024
Q4 		$2.18M Buy
95,993
+29,273
+44% +$669K 0.08% 198
2024
Q3 		$1.48M Buy
66,720
+47,262
+243% +$1.01M 0.06% 211
2024
Q2 		$409K Buy
+19,458
New +$394K 0.02% 360

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Summit Financial's SCHB Position: Q1 2026 in Review

Summit Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 18% in Q1 2026, selling an estimated $1.66M and leaving 297,019 shares worth $7.46M. The position accounts for 0.1% of the portfolio, ranked #216.

Summit Financial first reported a position in SCHB in Q2 2024 and has held it in 8 quarters since. The position peaked at $10M in Q2 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Summit Financial held 297,019 shares of Schwab US Broad Market ETF worth $7.46M as of Q1 2026.
  • Summit Financial sold 63,326 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.66M.
  • Schwab US Broad Market ETF made up 0.1% of Summit Financial's portfolio in Q1 2026, its #216 holding.
  • Summit Financial first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 8 quarters since.
  • Summit Financial's Schwab US Broad Market ETF position peaked at $10M in Q2 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.