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Vima LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Vima LLC’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 		$74.6K Buy
+2,575
New +$72.1K 0.07% 136
2024
Q2 		– Sell
-780
Closed -$12.4K – 304
2024
Q1 		$12.4K Hold
780
– – 0.01% 217
2023
Q4 		$14.5K Buy
+780
New +$13.5K 0.03% 219

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

Vima LLC's SCHB Position: Q2 2026 in Review

Vima LLC opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 2,575 shares worth $74.6K. The stake represents 0.07% of the portfolio and ranks #136 among its holdings. This is a return to the name: Vima LLC previously reported a position in SCHB as recently as Q1 2024.

Vima LLC first reported a position in SCHB in Q4 2023 and has held it in 3 quarters since. 754 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Vima LLC held 2,575 shares of Schwab US Broad Market ETF worth $74.6K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Vima LLC position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.07% of Vima LLC's portfolio in Q2 2026, its #136 holding.
  • Vima LLC first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 3 quarters since.
  • 754 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.