SYM Financial Corp’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $34.4M | Sell |
1,187,558
-4,450
| -0.4% | -$125K | 2.76% | 7 |
|
|
2026
Q1 | $29.9M | Sell |
1,192,008
-221
| -0% | -$5.8K | 2.99% | 6 |
|
|
2025
Q4 | $31.3M | Buy |
1,192,229
+167,189
| +16% | +$4.35M | 3.21% | 6 |
|
|
2025
Q3 | $26.4M | Buy |
1,025,040
+3,265
| +0.3% | +$80.8K | 2.82% | 6 |
|
|
2025
Q2 | $24.3M | Buy |
1,021,775
+19,221
| +2% | +$423K | 2.73% | 6 |
|
|
2025
Q1 | $21.6M | Buy |
1,002,554
+222,348
| +28% | +$5.06M | 2.66% | 6 |
|
|
2024
Q4 | $17.7M | Buy |
780,206
+3,806
| +0.5% | +$86.9K | 2.29% | 7 |
|
|
2024
Q3 | $17.2M | Buy |
776,400
+399
| +0.1% | +$8.52K | 2.3% | 7 |
|
|
2024
Q2 | $16.3M | Sell |
776,001
-45
| -0% | -$912 | 2.59% | 7 |
|
|
2024
Q1 | $15.8M | Sell |
776,046
-531,039
| -41% | -$10.3M | 2.61% | 8 |
|
|
2023
Q4 | $24.3M | Sell |
1,307,085
-322,065
| -20% | -$5.56M | 3.93% | 8 |
|
|
2023
Q3 | $27.1M | Sell |
1,629,150
-1,263
| -0.1% | -$21.9K | 4.8% | 7 |
|
|
2023
Q2 | $28.1M | Buy |
1,630,413
+699
| +0% | +$11.4K | 5.69% | 6 |
|
|
2023
Q1 | $26M | Sell |
1,629,714
-9,786
| -0.6% | -$153K | 5.74% | 6 |
|
|
2022
Q4 | $24.5M | Buy |
1,639,500
+12,351
| +0.8% | +$186K | 5.82% | 6 |
|
|
2022
Q3 | $22.8M | Sell |
1,627,149
-30,498
| -2% | -$474K | 11.03% | 5 |
|
|
2022
Q2 | $24.4M | Buy |
1,657,647
+40,131
| +2% | +$644K | 11.55% | 4 |
|
|
2022
Q1 | $28.8M | Sell |
1,617,516
-387,672
| -19% | -$6.8M | 12.38% | 3 |
|
|
2021
Q4 | $37.8M | Buy |
2,005,188
+24
| +0% | +$442 | 14.69% | 2 |
|
|
2021
Q3 | $34.7M | Sell |
2,005,164
-118,812
| -6% | -$2.11M | 20.37% | 1 |
|
|
2021
Q2 | $36.9M | Sell |
2,123,976
-207,120
| -9% | -$3.51M | 21.08% | 1 |
|
|
2021
Q1 | $37.6M | Sell |
2,331,096
-12
| -0% | -$189 | 21.62% | 1 |
|
|
2020
Q4 | $35.4M | Hold |
2,331,108
| – | – | 25.91% | 1 |
|
|
2020
Q3 | $30.9M | Sell |
2,331,108
-79,842
| -3% | -$1.05M | 23.17% | 1 |
|
|
2020
Q2 | $29.5M | Buy |
2,410,950
+5,988
| +0.2% | +$69K | 23.81% | 1 |
|
|
2020
Q1 | $24.2M | Hold |
2,404,962
| – | – | 24.35% | 1 |
|
|
2019
Q4 | $30.8M | Hold |
2,404,962
| – | – | 20.35% | 1 |
|
|
2019
Q3 | $28.5M | Hold |
2,404,962
| – | – | 19.04% | 3 |
|
|
2019
Q2 | $28.3M | Hold |
2,404,962
| – | – | 18.16% | 3 |
|
|
2019
Q1 | $27.3M | Hold |
2,404,962
| – | – | 17.25% | 3 |
|
|
2018
Q4 | $24M | Hold |
2,404,962
| – | – | 9.57% | 4 |
|
|
2018
Q3 | $28.2M | Sell |
2,404,962
-188,010
| -7% | -$2.17M | 15.81% | 3 |
|
|
2018
Q2 | $28.5M | Hold |
2,592,972
| – | – | 16.96% | 3 |
|
|
2018
Q1 | $27.6M | Hold |
2,592,972
| – | – | 16.82% | 3 |
|
|
2017
Q4 | $27.9M | Buy |
+2,592,972
| New | +$27.2M | 12.64% | 3 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM
SYM Financial Corp's SCHB Position: Q2 2026 in Review
SYM Financial Corp reduced its Schwab US Broad Market ETF (SCHB) stake by 0.37% in Q2 2026, selling an estimated $125K and leaving 1,187,558 shares worth $34.4M. The position accounts for 2.76% of the portfolio, ranked #7.
SYM Financial Corp first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. The position peaked at $37.8M in Q4 2021. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.
- SYM Financial Corp held 1,187,558 shares of Schwab US Broad Market ETF worth $34.4M as of Q2 2026.
- SYM Financial Corp sold 4,450 Schwab US Broad Market ETF shares in Q2 2026, an estimated $125K.
- Schwab US Broad Market ETF made up 2.76% of SYM Financial Corp's portfolio in Q2 2026, its #7 holding.
- SYM Financial Corp first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
- SYM Financial Corp's Schwab US Broad Market ETF position peaked at $37.8M in Q4 2021.
- 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.
Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.