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 Q2	$8.51M	Sell	293,988 -3,031	-1%	-$84.9K	0.09%	217
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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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: Q2 2026 in Review

Summit Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 1% in Q2 2026, selling an estimated $84.9K and leaving 293,988 shares worth $8.51M. The position accounts for 0.09% of the portfolio, ranked #217.

Summit Financial first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. The position peaked at $10M in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Summit Financial held 293,988 shares of Schwab US Broad Market ETF worth $8.51M as of Q2 2026.
Summit Financial sold 3,031 Schwab US Broad Market ETF shares in Q2 2026, an estimated $84.9K.
Schwab US Broad Market ETF made up 0.09% of Summit Financial's portfolio in Q2 2026, its #217 holding.
Summit Financial first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
Summit Financial's Schwab US Broad Market ETF position peaked at $10M in Q2 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.