AHL INVESTMENT MANAGEMENT, INC. SCHB — Schwab US Broad Market Fund

Ownership history in AHL INVESTMENT MANAGEMENT, INC.  ·  16 quarters on record

AI Ownership Summary

AHL INVESTMENT MANAGEMENT, INC. reported Schwab US Broad Market Fund (SCHB) in 16 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 5.07% in 2025 Q3. The latest visible filing shows SCHB at 5.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AHL INVESTMENT MANAGEMENT, INC.'s position in Schwab US Broad Market Fund, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCHB was reported at 5.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.07% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHB stock page AHL INVESTMENT MANAGEMENT, INC. fund profile AHL INVESTMENT MANAGEMENT, INC. full holdings
How AHL INVESTMENT MANAGEMENT, INC. held SCHB — position size vs. price
% of Fund (quarterly)    SCHB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 288,578 -3,718 -1.3% 5.07% $7.4M 2025-11-14 (Est.) $25.60
2025 Q2 REDUCED — — — 292,296 -2,098 -0.7% 4.65% $7.0M 2025-07-10 $23.89
2025 Q1 ADDED — — — 294,394 +8,747 +3.1% 4.37% $6.3M 2025-04-14 $20.39
2024 Q4 ADDED — — — 285,647 +189,541 +197.2% 4.54% $6.5M 2025-01-16 $22.58
2024 Q3 ADDED — — — 96,106 +12,687 +15.2% 4.41% $6.4M 2024-10-30 $21.97
2024 Q2 ADDED — — — 83,419 +6,332 +8.2% 3.85% $5.2M 2024-07-15 $21.16
2024 Q1 REDUCED — — — 77,087 -730 -0.9% 3.61% $4.7M 2024-04-15 $19.03
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHB

As of 2026 Q2 — sorted by position size

HT Partners LLC 3Y 7Y 48.66% Appalachian Capital Management Ltd 33.14% Morton Brown Family Wealth, LLC 3Y 27.98% Strid Group, LLC 3Y 7Y 27.57% TruNorth Capital Management, LLC 25.35% REBALANCE, LLC 3Y 22.37% BOYUM WEALTH ARCHITECTS LLC 17.55% MANCHESTER FINANCIAL INC 3Y 7Y 17.41% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 17.17% Fairlight Advisors 15.94%

FAQ About AHL INVESTMENT MANAGEMENT, INC. and SCHB

These are the practical questions this page is built to answer before you even open the full history table.

How long has AHL INVESTMENT MANAGEMENT, INC. reported owning SCHB?

AHL INVESTMENT MANAGEMENT, INC. reported SCHB across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SCHB position in AHL INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for SCHB was 5.07% in 2025 Q3.

What is the latest reported SCHB position on this page?

The most recent filing on this page is 2025 Q3, when AHL INVESTMENT MANAGEMENT, INC. reported 288,578 shares, equal to 5.07% of portfolio, with an estimated market value of $7.4M.

What does the chart on this SCHB ownership page compare?

The chart compares AHL INVESTMENT MANAGEMENT, INC.'s quarterly SCHB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AHL INVESTMENT MANAGEMENT, INC. time their SCHB position?

Based on 13F filing dates vs. subsequent SCHB price moves, AHL INVESTMENT MANAGEMENT, INC. correctly timed 5 out of 15 reported position changes (33%). The annualised alpha on SCHB relative to SPY over the holding period was -0.6%.

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