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Waterloo Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Waterloo Capital’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 		$1.11M Buy
38,258
+2,493
+7% +$69.8K 0.06% 232
2026
Q1 		$898K Sell
35,765
-2,518
-7% -$66.1K 0.06% 220
2025
Q4 		$1M Sell
38,283
-1,790
-4% -$46.6K 0.07% 210
2025
Q3 		$1.03M Buy
40,073
+71
+0.2% +$1.76K 0.08% 188
2025
Q2 		$953K Sell
40,002
-980
-2% -$21.6K 0.08% 184
2025
Q1 		$882K Sell
40,982
-659
-2% -$15K 0.08% 183
2024
Q4 		$945K Sell
41,641
-2,429
-6% -$55.5K 0.1% 166
2024
Q3 		$977K Sell
44,070
-36
-0.1% -$769 0.11% 165
2024
Q2 		$924K Sell
44,106
-474
-1% -$9.6K 0.11% 157
2024
Q1 		$907K Sell
44,580
-1,086
-2% -$21K 0.12% 160
2023
Q4 		$847K Sell
45,666
-321
-0.7% -$5.54K 0.14% 152
2023
Q3 		$764K Sell
45,987
-10,479
-19% -$181K 0.22% 77
2023
Q2 		$973K Sell
56,466
-7,827
-12% -$128K 0.29% 60
2023
Q1 		$1.03M Buy
+64,293
New +$1.01M 0.32% 56
2020
Q1 		$993K Buy
+98,592
New +$1.19M 0.71% 32

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Waterloo Capital's SCHB Position: Q2 2026 in Review

Waterloo Capital increased its Schwab US Broad Market ETF (SCHB) stake by 7% in Q2 2026, buying an estimated $69.8K and bringing the position to 38,258 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #232.

Waterloo Capital first reported a position in SCHB in Q1 2020 and has held it in 15 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Waterloo Capital held 38,258 shares of Schwab US Broad Market ETF worth $1.11M as of Q2 2026.
  • Waterloo Capital bought 2,493 Schwab US Broad Market ETF shares in Q2 2026, an estimated $69.8K.
  • Schwab US Broad Market ETF made up 0.06% of Waterloo Capital's portfolio in Q2 2026, its #232 holding.
  • Waterloo Capital first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 15 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.