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

Sunburst Financial Group’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 		$65.6M Buy
2,266,615
+92,327
+4% +$2.58M 10.63% 1
2026
Q1 		$54.6M Buy
2,174,288
+48,112
+2% +$1.26M 10.05% 1
2025
Q4 		$55.8M Buy
2,126,176
+39,321
+2% +$1.02M 11.28% 1
2025
Q3 		$53.7M Buy
2,086,855
+4,006
+0.2% +$99.2K 11.3% 1
2025
Q2 		$49.6M Buy
2,082,849
+85,021
+4% +$1.87M 11.12% 1
2025
Q1 		$43M Buy
1,997,828
+57,988
+3% +$1.32M 10.56% 2
2024
Q4 		$44M Buy
1,939,840
+285,568
+17% +$6.52M 10.89% 2
2024
Q3 		$36.7M Buy
1,654,272
+72,915
+5% +$1.56M 9.3% 2
2024
Q2 		$33.1M Buy
1,581,357
+110,052
+7% +$2.23M 8.99% 2
2024
Q1 		$29.9M Buy
1,471,305
+173,457
+13% +$3.36M 8.45% 4
2023
Q4 		$24.1M Buy
1,297,848
+105,534
+9% +$1.82M 7.46% 4
2023
Q3 		$19.8M Buy
1,192,314
+99,954
+9% +$1.73M 6.99% 4
2023
Q2 		$18.8M Sell
1,092,360
-9,540
-0.9% -$156K 6.57% 4
2023
Q1 		$17.6M Buy
1,101,900
+23,040
+2% +$360K 6.48% 4
2022
Q4 		$16.1M Sell
1,078,860
-13,455
-1% -$202K 6.42% 4
2022
Q3 		$15.3M Buy
1,092,315
+9,123
+0.8% +$142K 7.41% 3
2022
Q2 		$16M Buy
1,083,192
+27,399
+3% +$440K 7.65% 3
2022
Q1 		$18.8M Buy
1,055,793
+28,029
+3% +$492K 9.27% 3
2021
Q4 		$19.4M Sell
1,027,764
-136,854
-12% -$2.52M 9.82% 3
2021
Q3 		$20.2M Buy
1,164,618
+47,016
+4% +$836K 12.49% 1
2021
Q2 		$19.4M Buy
1,117,602
+59,646
+6% +$1.01M 12.37% 1
2021
Q1 		$17.1M Buy
1,057,956
+30,516
+3% +$481K 11.88% 1
2020
Q4 		$15.6M Buy
1,027,440
+1,770
+0.2% +$25.2K 11.74% 1
2020
Q3 		$13.6M Buy
1,025,670
+32,316
+3% +$425K 11.52% 2
2020
Q2 		$12.2M Buy
993,354
+2,034
+0.2% +$23.4K 11.02% 2
2020
Q1 		$9.98M Buy
991,320
+39,852
+4% +$482K 10.55% 3
2019
Q4 		$12.2M Buy
+951,468
New +$11.7M 10.65% 2

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 $103B AUM 28.65% 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

Sunburst Financial Group's SCHB Position: Q2 2026 in Review

Sunburst Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 4.2% in Q2 2026, buying an estimated $2.58M and bringing the position to 2,266,615 shares worth $65.6M. The position accounts for 10.63% of the portfolio, ranked #1.

Sunburst Financial Group first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sunburst Financial Group held 2,266,615 shares of Schwab US Broad Market ETF worth $65.6M as of Q2 2026.
  • Sunburst Financial Group bought 92,327 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.58M.
  • Schwab US Broad Market ETF made up 10.63% of Sunburst Financial Group's portfolio in Q2 2026, its #1 holding.
  • Sunburst Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.