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

Sunrise Financial Services’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 		$869 Sell
30
-174
-85% -$4.87K ﹤0.01% 508
2026
Q1 		$5.12K Buy
+204
New +$5.35K ﹤0.01% 282

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UBS Group
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Betterment LLC
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R
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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

Sunrise Financial Services's SCHB Position: Q2 2026 in Review

Sunrise Financial Services reduced its Schwab US Broad Market ETF (SCHB) stake by 85% in Q2 2026, selling an estimated $4.87K and leaving 30 shares worth $869. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Sunrise Financial Services first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.12K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sunrise Financial Services held 30 shares of Schwab US Broad Market ETF worth $869 as of Q2 2026.
  • Sunrise Financial Services sold 174 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.87K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #508 holding.
  • Sunrise Financial Services first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Sunrise Financial Services's Schwab US Broad Market ETF position peaked at $5.12K in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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