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3 Factor Indexing’s Schwab US Broad Market ETF SCHB Stock Holding History

3 Factor Indexing’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 		$3.45M Sell
119,039
-601
-0.5% -$16.8K 2.92% 9
2026
Q1 		$3M Buy
+119,640
New +$3.14M 2.84% 8

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 $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

3 Factor Indexing's SCHB Position: Q2 2026 in Review

3 Factor Indexing reduced its Schwab US Broad Market ETF (SCHB) stake by 0.5% in Q2 2026, selling an estimated $16.8K and leaving 119,039 shares worth $3.45M. The position accounts for 2.92% of the portfolio, ranked #9.

3 Factor Indexing first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,344 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • 3 Factor Indexing held 119,039 shares of Schwab US Broad Market ETF worth $3.45M as of Q2 2026.
  • 3 Factor Indexing sold 601 Schwab US Broad Market ETF shares in Q2 2026, an estimated $16.8K.
  • Schwab US Broad Market ETF made up 2.92% of 3 Factor Indexing's portfolio in Q2 2026, its #9 holding.
  • 3 Factor Indexing first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.