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Walsh & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Walsh & Associates’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 		$2.43K Hold
84
– – ﹤0.01% 219
2026
Q1 		$2.11K Hold
84
– – ﹤0.01% 211
2025
Q4 		$2.2K Buy
+84
New +$2.19K ﹤0.01% 211

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Betterment LLC
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R
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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

Walsh & Associates's SCHB Position: Q2 2026 in Review

Walsh & Associates held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 84 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Walsh & Associates first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Walsh & Associates held 84 shares of Schwab US Broad Market ETF worth $2.43K as of Q2 2026.
  • Walsh & Associates left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Walsh & Associates's portfolio in Q2 2026, its #219 holding.
  • Walsh & Associates first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.