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

Vawter Financial’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 		$273K Buy
9,425
+425
+5% +$11.9K 0.1% 108
2026
Q1 		$226K Hold
9,000
– – 0.1% 113
2025
Q4 		$236K Sell
9,000
-123
-1% -$3.2K 0.1% 108
2025
Q3 		$235K Buy
+9,123
New +$226K 0.11% 103

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Vawter Financial's SCHB Position: Q2 2026 in Review

Vawter Financial increased its Schwab US Broad Market ETF (SCHB) stake by 4.7% in Q2 2026, buying an estimated $11.9K and bringing the position to 9,425 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #108.

Vawter Financial first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Vawter Financial held 9,425 shares of Schwab US Broad Market ETF worth $273K as of Q2 2026.
  • Vawter Financial bought 425 Schwab US Broad Market ETF shares in Q2 2026, an estimated $11.9K.
  • Schwab US Broad Market ETF made up 0.1% of Vawter Financial's portfolio in Q2 2026, its #108 holding.
  • Vawter Financial first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 675 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.