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Synergy Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Synergy Investment Management’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 		$27.9K Hold
963
– – 0.01% 470
2026
Q1 		$24.2K Buy
+963
New +$25.3K 0.01% 373
2025
Q2 		– Sell
-963
Closed -$20.7K – 465
2025
Q1 		$20.7K Hold
963
– – 0.01% 311
2024
Q4 		$21.9K Buy
+963
New +$22K 0.01% 315

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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

Synergy Investment Management's SCHB Position: Q2 2026 in Review

Synergy Investment Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 963 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #470.

Synergy Investment Management first reported a position in SCHB in Q4 2024 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Synergy Investment Management held 963 shares of Schwab US Broad Market ETF worth $27.9K as of Q2 2026.
  • Synergy Investment Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #470 holding.
  • Synergy Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.