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

Summit Place Financial Advisors’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 		$1.21M Hold
41,614
– – 0.53% 62
2026
Q1 		$1.04M Buy
41,614
+400
+1% +$10.5K 0.5% 64
2025
Q4 		$1.08M Buy
41,214
+425
+1% +$11.1K 0.52% 57
2025
Q3 		$1.05M Buy
40,789
+425
+1% +$10.5K 0.49% 62
2025
Q2 		$962K Buy
40,364
+600
+2% +$13.2K 0.48% 60
2025
Q1 		$856K Buy
39,764
+50
+0.1% +$1.14K 0.48% 63
2024
Q4 		$902K Buy
39,714
+1,965
+5% +$44.9K 0.51% 57
2024
Q3 		$837K Buy
37,749
+555
+1% +$11.8K 0.47% 59
2024
Q2 		$779K Sell
37,194
-1,080
-3% -$21.9K 0.46% 58
2024
Q1 		$779K Buy
38,274
+1,590
+4% +$30.8K 0.46% 59
2023
Q4 		$681K Sell
36,684
-3,150
-8% -$54.4K 0.45% 64
2023
Q3 		$662K Sell
39,834
-90
-0.2% -$1.56K 0.47% 62
2023
Q2 		$688K Sell
39,924
-7,830
-16% -$128K 0.45% 63
2023
Q1 		$762K Buy
47,754
+4,725
+11% +$73.9K 0.54% 59
2022
Q4 		$643K Hold
43,029
– – 0.53% 59
2022
Q3 		$602K Sell
43,029
-300
-0.7% -$4.67K 0.56% 59
2022
Q2 		$638K Sell
43,329
-60
-0.1% -$963 0.54% 70
2022
Q1 		$772K Sell
43,389
-915
-2% -$16.1K 0.52% 69
2021
Q4 		$834K Buy
44,304
+1,860
+4% +$34.2K 0.58% 60
2021
Q3 		$735K Sell
42,444
-666
-2% -$11.8K 0.54% 65
2021
Q2 		$749K Buy
43,110
+1,170
+3% +$19.8K 0.55% 61
2021
Q1 		$676K Buy
41,940
+84
+0.2% +$1.32K 0.54% 60
2020
Q4 		$635K Buy
41,856
+2,880
+7% +$41K 0.55% 61
2020
Q3 		$517K Buy
+38,976
New +$512K 0.52% 62

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

Summit Place Financial Advisors's SCHB Position: Q2 2026 in Review

Summit Place Financial Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 41,614 shares worth $1.21M. The position accounts for 0.53% of the portfolio, ranked #62.

Summit Place Financial Advisors first reported a position in SCHB in Q3 2020 and has held it in 24 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Summit Place Financial Advisors held 41,614 shares of Schwab US Broad Market ETF worth $1.21M as of Q2 2026.
  • Summit Place Financial Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.53% of Summit Place Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Summit Place Financial Advisors first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.