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

Thoroughbred 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	$228K	Buy	+7,902	New	+$221K	0.01%	586
2026 Q1	–	Sell	-8,696	Closed	-$228K	–	598
2025 Q4	$228K	Buy	8,696 +4	+0%	+$104	0.01%	529
2025 Q3	$223K	Sell	8,692 -1,112	-11%	-$27.5K	0.01%	527
2025 Q2	$233K	Buy	+9,804	New	+$216K	0.02%	515
2025 Q1	–	Sell	-9,030	Closed	-$204K	–	718
2024 Q4	$204K	Buy	9,030 +3	+0%	+$69	0.01%	650
2024 Q3	$200K	Buy	+9,027	New	+$193K	0.01%	633
2023 Q3	–	Sell	-11,982	Closed	-$206K	–	583
2023 Q2	$206K	Sell	11,982 -5,034	-30%	-$82.1K	0.03%	400
2023 Q1	$271K	Buy	+17,016	New	+$266K	0.04%	338
2022 Q2	–	Sell	-11,646	Closed	-$207K	–	391
2022 Q1	$207K	Buy	11,646 +558	+5%	+$9.79K	0.03%	350
2021 Q4	$208K	Buy	+11,088	New	+$204K	0.04%	323

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

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

Thoroughbred Financial Services opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,902 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Thoroughbred Financial Services previously reported a position in SCHB as recently as Q4 2025.

Thoroughbred Financial Services first reported a position in SCHB in Q4 2021 and has held it in 10 quarters since. The position peaked at $271K in Q1 2023. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Thoroughbred Financial Services held 7,902 shares of Schwab US Broad Market ETF worth $228K as of Q2 2026.
Schwab US Broad Market ETF was a new Thoroughbred Financial Services position in Q2 2026.
Schwab US Broad Market ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q2 2026, its #586 holding.
Thoroughbred Financial Services first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 10 quarters since.
Thoroughbred Financial Services's Schwab US Broad Market ETF position peaked at $271K in Q1 2023.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.