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Advisor OS’s Schwab US Broad Market ETF SCHB Stock Holding History

Advisor OS’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 		$751K Sell
25,944
-277
-1% -$7.75K 0.05% 241
2026
Q1 		$658K Buy
26,221
+22
+0.1% +$577 0.05% 252
2025
Q4 		$687K Sell
26,199
-450
-2% -$11.7K 0.06% 229
2025
Q3 		$685K Buy
26,649
+7,316
+38% +$181K 0.06% 207
2025
Q2 		$461K Sell
19,333
-94
-0.5% -$2.07K 0.05% 268
2025
Q1 		$418K Sell
19,427
-91
-0.5% -$2.07K 0.05% 258
2024
Q4 		$443K Buy
19,518
+7,506
+62% +$171K 0.05% 243
2024
Q3 		$266K Buy
12,012
+1,734
+17% +$37K 0.03% 340
2024
Q2 		$215K Buy
+10,278
New +$208K 0.02% 363

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

Advisor OS's SCHB Position: Q2 2026 in Review

Advisor OS reduced its Schwab US Broad Market ETF (SCHB) stake by 1.1% in Q2 2026, selling an estimated $7.75K and leaving 25,944 shares worth $751K. The position accounts for 0.05% of the portfolio, ranked #241.

Advisor OS first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Advisor OS held 25,944 shares of Schwab US Broad Market ETF worth $751K as of Q2 2026.
  • Advisor OS sold 277 Schwab US Broad Market ETF shares in Q2 2026, an estimated $7.75K.
  • Schwab US Broad Market ETF made up 0.05% of Advisor OS's portfolio in Q2 2026, its #241 holding.
  • Advisor OS first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.