AWC
SCHB icon

Adamsbrown Wealth Consultants’s Schwab US Broad Market ETF SCHB Stock Holding History

Adamsbrown Wealth Consultants’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 		$425K Buy
14,690
+1
+0% +$28 0.08% 97
2026
Q1 		$369K Sell
14,689
-378
-3% -$9.92K 0.1% 90
2025
Q4 		$395K Buy
15,067
+731
+5% +$19K 0.11% 81
2025
Q3 		$369K Sell
14,336
-18
-0.1% -$446 0.1% 78
2025
Q2 		$342K Hold
14,354
– – 0.1% 71
2025
Q1 		$309K Buy
14,354
+18
+0.1% +$409 0.1% 72
2024
Q4 		$325K Buy
14,336
+47
+0.3% +$1.07K 0.11% 67
2024
Q3 		$317K Buy
14,289
+90
+0.6% +$1.92K 0.11% 65
2024
Q2 		$298K Hold
14,199
– – 0.12% 61
2024
Q1 		$289K Buy
14,199
+42
+0.3% +$813 0.12% 61
2023
Q4 		$263K Buy
14,157
+57
+0.4% +$984 0.11% 63
2023
Q3 		$234K Sell
14,100
-1,758
-11% -$30.4K 0.12% 70
2023
Q2 		$273K Buy
15,858
+1,527
+11% +$24.9K 0.14% 61
2023
Q1 		$229K Buy
14,331
+531
+4% +$8.3K 0.13% 66
2022
Q4 		$206K Buy
+13,800
New +$207K 0.13% 72
2022
Q3 		– Sell
-13,800
Closed -$203K – 85
2022
Q2 		$203K Hold
13,800
– – 0.16% 83
2022
Q1 		$246K Hold
13,800
– – 0.19% 74
2021
Q4 		$260K Buy
+13,800
New +$254K 0.23% 65

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

Adamsbrown Wealth Consultants's SCHB Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Schwab US Broad Market ETF (SCHB) stake by 0.01% in Q2 2026, buying an estimated $28 and bringing the position to 14,690 shares worth $425K. The position accounts for 0.08% of the portfolio, ranked #97.

Adamsbrown Wealth Consultants first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Adamsbrown Wealth Consultants held 14,690 shares of Schwab US Broad Market ETF worth $425K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up 0.08% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #97 holding.
  • Adamsbrown Wealth Consultants first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.