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Acorn Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Acorn Wealth Advisors’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 		$1.58M Buy
54,416
+4,327
+9% +$121K 0.38% 62
2026
Q1 		$1.26M Sell
50,089
-923
-2% -$24.2K 0.37% 62
2025
Q4 		$1.34M Sell
51,012
-4,318
-8% -$112K 0.4% 59
2025
Q3 		$1.42M Buy
55,330
+5,136
+10% +$127K 0.45% 53
2025
Q2 		$1.2M Sell
50,194
-14,088
-22% -$310K 0.44% 53
2025
Q1 		$1.38M Buy
64,282
+15,235
+31% +$347K 0.58% 41
2024
Q4 		$1.11M Sell
49,047
-2,097
-4% -$47.9K 0.46% 49
2024
Q3 		$1.13M Sell
51,144
-13,932
-21% -$297K 0.49% 42
2024
Q2 		$1.36M Sell
65,076
-17,904
-22% -$363K 0.67% 36
2024
Q1 		$1.69M Sell
82,980
-795
-0.9% -$15.4K 0.88% 29
2023
Q4 		$1.55M Sell
83,775
-5,037
-6% -$87K 0.92% 27
2023
Q3 		$1.48M Buy
88,812
+7,449
+9% +$129K 0.98% 24
2023
Q2 		$1.4M Sell
81,363
-3,549
-4% -$57.9K 0.96% 26
2023
Q1 		$1.35M Buy
84,912
+615
+0.7% +$9.62K 1% 24
2022
Q4 		$1.26M Sell
84,297
-288
-0.3% -$4.33K 0.97% 25
2022
Q3 		$1.18M Buy
84,585
+6,201
+8% +$96.5K 0.97% 25
2022
Q2 		$1.16M Sell
78,384
-5,445
-6% -$87.4K 0.91% 26
2022
Q1 		$1.49M Buy
83,829
+3,339
+4% +$58.6K 1.03% 21
2021
Q4 		$1.52M Buy
80,490
+3,762
+5% +$69.2K 0.96% 22
2021
Q3 		$1.33M Buy
76,728
+1,770
+2% +$31.5K 0.93% 27
2021
Q2 		$1.3M Buy
74,958
+4,968
+7% +$84.1K 0.9% 23
2021
Q1 		$1.13M Buy
69,990
+5,004
+8% +$78.9K 0.81% 25
2020
Q4 		$986K Buy
64,986
+6,504
+11% +$92.6K 0.78% 24
2020
Q3 		$776K Sell
58,482
-3,822
-6% -$50.3K 0.68% 36
2020
Q2 		$763K Sell
62,304
-9,174
-13% -$106K 0.71% 30
2020
Q1 		$726K Sell
71,478
-1,818
-2% -$22K 0.81% 29
2019
Q4 		$943K Sell
73,296
-3,462
-5% -$42.5K 0.79% 26
2019
Q3 		$946K Sell
76,758
-12,942
-14% -$153K 0.81% 25
2019
Q2 		$1.05M Sell
89,700
-13,158
-13% -$152K 0.96% 23
2019
Q1 		$1.2M Sell
102,858
-41,646
-29% -$455K 1.08% 19
2018
Q4 		$1.49M Buy
144,504
+22,752
+19% +$246K 1.53% 15
2018
Q3 		$1.33M Buy
121,752
+10,614
+10% +$122K 1.32% 17
2018
Q2 		$1.23M Buy
111,138
+600
+0.5% +$6.56K 1.04% 19
2018
Q1 		$1.19M Buy
110,538
+4,452
+4% +$48.9K 1.03% 18
2017
Q4 		$1.17M Buy
+106,086
New +$1.11M 1.07% 16

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

Acorn Wealth Advisors's SCHB Position: Q2 2026 in Review

Acorn Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 8.6% in Q2 2026, buying an estimated $121K and bringing the position to 54,416 shares worth $1.58M. The position accounts for 0.38% of the portfolio, ranked #62.

Acorn Wealth Advisors first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.69M in Q1 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Acorn Wealth Advisors held 54,416 shares of Schwab US Broad Market ETF worth $1.58M as of Q2 2026.
  • Acorn Wealth Advisors bought 4,327 Schwab US Broad Market ETF shares in Q2 2026, an estimated $121K.
  • Schwab US Broad Market ETF made up 0.38% of Acorn Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Acorn Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
  • Acorn Wealth Advisors's Schwab US Broad Market ETF position peaked at $1.69M in Q1 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.