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Advisornet Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Advisornet Financial’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 		$908K Sell
31,351
-473
-1% -$13.2K 0.04% 293
2026
Q1 		$799K Sell
31,824
-109
-0.3% -$2.86K 0.04% 296
2025
Q4 		$838K Sell
31,933
-1,279
-4% -$33.3K 0.04% 284
2025
Q3 		$854K Buy
33,212
+268
+0.8% +$6.63K 0.05% 278
2025
Q2 		$785K Buy
32,944
+29
+0.1% +$639 0.05% 278
2025
Q1 		$709K Buy
32,915
+476
+1% +$10.8K 0.05% 277
2024
Q4 		$736K Buy
32,439
+63
+0.2% +$1.44K 0.06% 240
2024
Q3 		$718K Buy
32,376
+24
+0.1% +$512 0.05% 267
2024
Q2 		$678K Hold
32,352
– – 0.06% 254
2024
Q1 		$658K Sell
32,352
-61,884
-66% -$1.2M 0.06% 259
2023
Q4 		$1.75M Sell
94,236
-2,694
-3% -$46.5K 0.16% 147
2023
Q3 		$1.61M Buy
96,930
+291
+0.3% +$5.04K 0.15% 147
2023
Q2 		$1.67M Sell
96,639
-996
-1% -$16.2K 0.14% 153
2023
Q1 		$1.56M Sell
97,635
-3,741
-4% -$58.5K 0.14% 150
2022
Q4 		$1.51M Sell
101,376
-5,571
-5% -$83.7K 0.15% 154
2022
Q3 		$1.5M Buy
106,947
+726
+0.7% +$11.3K 0.15% 163
2022
Q2 		$1.56M Sell
106,221
-156,798
-60% -$2.52M 0.15% 156
2022
Q1 		$4.68M Sell
263,019
-345,111
-57% -$6.06M 0.29% 75
2021
Q4 		$11.5M Sell
608,130
-102,270
-14% -$1.88M 0.71% 26
2021
Q3 		$12.3M Sell
710,400
-73,404
-9% -$1.31M 0.86% 18
2021
Q2 		$13.6M Sell
783,804
-30,756
-4% -$521K 0.9% 13
2021
Q1 		$13.1M Sell
814,560
-18,348
-2% -$289K 0.93% 13
2020
Q4 		$12.6M Sell
832,908
-30,408
-4% -$433K 1.02% 11
2020
Q3 		$11.5M Buy
863,316
+3,216
+0.4% +$42.3K 0.98% 13
2020
Q2 		$10.5M Buy
860,100
+85,578
+11% +$987K 0.85% 21
2020
Q1 		$7.8M Buy
774,522
+225,468
+41% +$2.73M 0.72% 25
2019
Q4 		$7.04M Buy
549,054
+56,946
+12% +$699K 0.6% 33
2019
Q3 		$5.83M Buy
492,108
+27,738
+6% +$328K 0.54% 34
2019
Q2 		$5.46M Buy
464,370
+12,726
+3% +$147K 0.6% 29
2019
Q1 		$5.12M Sell
451,644
-20,550
-4% -$224K 0.63% 29
2018
Q4 		$4.72M Sell
472,194
-6,198
-1% -$67K 0.65% 26
2018
Q3 		$5.61M Sell
478,392
-17,898
-4% -$206K 0.71% 22
2018
Q2 		$5.46M Buy
496,290
+111,522
+29% +$1.22M 0.74% 23
2018
Q1 		$4.09M Buy
384,768
+175,188
+84% +$1.92M 0.57% 29
2017
Q4 		$2.25M Buy
+209,580
New +$2.2M 0.34% 66

Other funds holding SCHB

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
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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Advisornet Financial's SCHB Position: Q2 2026 in Review

Advisornet Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 1.5% in Q2 2026, selling an estimated $13.2K and leaving 31,351 shares worth $908K. The position accounts for 0.04% of the portfolio, ranked #293.

Advisornet Financial first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. The position peaked at $13.6M in Q2 2021. 913 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Advisornet Financial held 31,351 shares of Schwab US Broad Market ETF worth $908K as of Q2 2026.
  • Advisornet Financial sold 473 Schwab US Broad Market ETF shares in Q2 2026, an estimated $13.2K.
  • Schwab US Broad Market ETF made up 0.04% of Advisornet Financial's portfolio in Q2 2026, its #293 holding.
  • Advisornet Financial first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Schwab US Broad Market ETF position peaked at $13.6M in Q2 2021.
  • 913 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.