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

Walker 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	$26.9M	Buy	928,968 +144,295	+18%	+$4.04M	8.32%	4
2026 Q1	$19.7M	Buy	784,673 +163,491	+26%	+$4.29M	6.74%	6
2025 Q4	$16.3M	Buy	621,182 +193,690	+45%	+$5.04M	5.9%	6
2025 Q3	$11M	Buy	+427,492	New	+$10.6M	4.28%	8
2023 Q3	–	Sell	-12,624	Closed	-$218K	–	24
2023 Q2	$218K	Sell	12,624 -12	-0.1%	-$196	0.21%	24
2023 Q1	$202K	Hold	12,636	–	–	0.21%	24
2022 Q4	$202K	Buy	+12,636	New	+$190K	0.21%	24
2022 Q2	–	Sell	-13,947	Closed	-$248K	–	28
2022 Q1	$248K	Buy	+13,947	New	+$245K	0.23%	21

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

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

Walker Financial Services increased its Schwab US Broad Market ETF (SCHB) stake by 18% in Q2 2026, buying an estimated $4.04M and bringing the position to 928,968 shares worth $26.9M. The position accounts for 8.32% of the portfolio, ranked #4.

Walker Financial Services first reported a position in SCHB in Q1 2022 and has held it in 8 quarters since. 289 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Walker Financial Services held 928,968 shares of Schwab US Broad Market ETF worth $26.9M as of Q2 2026.
Walker Financial Services bought 144,295 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.04M.
Schwab US Broad Market ETF made up 8.32% of Walker Financial Services's portfolio in Q2 2026, its #4 holding.
Walker Financial Services first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 8 quarters since.
289 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.