Advisory Alpha’s Schwab US Broad Market ETF SCHB Stock Holding History

Advisory Alpha’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	$1.08M	Sell	37,133 -84,045	-69%	-$2.35M	0.03%	209
2026 Q1	$3.04M	Buy	121,178 +27,351	+29%	+$718K	0.08%	98
2025 Q4	$2.46M	Buy	93,827 +5,580	+6%	+$145K	0.07%	108
2025 Q3	$2.28M	Sell	88,247 -3,196	-3%	-$79.1K	0.06%	103
2025 Q2	$2.18M	Sell	91,443 -4,791	-5%	-$106K	0.07%	106
2025 Q1	$2.07M	Buy	96,234 +11,112	+13%	+$253K	0.07%	110
2024 Q4	$1.93M	Sell	85,122 -4,104	-5%	-$93.7K	0.07%	104
2024 Q3	$1.98M	Sell	89,226 -738	-0.8%	-$15.8K	0.07%	104
2024 Q2	$1.89M	Sell	89,964 -7,395	-8%	-$150K	0.07%	108
2024 Q1	$1.98M	Buy	97,359 +1,638	+2%	+$31.7K	0.08%	116
2023 Q4	$1.78M	Sell	95,721 -14,592	-13%	-$252K	0.08%	110
2023 Q3	$1.83M	Sell	110,313 -810	-0.7%	-$14K	0.09%	101
2023 Q2	$1.92M	Buy	111,123 +1,767	+2%	+$28.8K	0.1%	106
2023 Q1	$1.74M	Buy	109,356 +3,084	+3%	+$48.2K	0.11%	83
2022 Q4	$1.59M	Buy	106,272 +2,550	+2%	+$38.3K	0.11%	82
2022 Q3	$1.45M	Sell	103,722 -2,820	-3%	-$43.9K	0.11%	80
2022 Q2	$1.57M	Buy	106,542 +2,037	+2%	+$32.7K	0.12%	71
2022 Q1	$1.86M	Buy	104,505 +24,225	+30%	+$425K	0.12%	70
2021 Q4	$1.51M	Buy	80,280 +56,496	+238%	+$1.04M	0.09%	97
2021 Q3	$412K	Buy	23,784 +10,146	+74%	+$180K	0.03%	173
2021 Q2	$237K	Buy	13,638 +96	+0.7%	+$1.63K	0.02%	173
2021 Q1	$218K	Sell	13,542 -44,784	-77%	-$706K	0.02%	163
2020 Q4	$885K	Buy	58,326 +55,758	+2,171%	+$794K	0.18%	39
2020 Q3	$35K	Buy	+2,568	New	+$33.8K	0.01%	245
2020 Q2	–	Sell	-3,186	Closed	-$34.8K	–	510
2020 Q1	$34.8K	Buy	3,186 +1,098	+53%	+$13.3K	0.01%	252
2019 Q4	$27.3K	Sell	2,088 -1,452	-41%	-$17.8K	0.01%	363
2019 Q3	$41.1K	Buy	+3,540	New	+$41.8K	0.01%	268
2019 Q2	–	Sell	-3,180	Closed	-$36.6K	–	544
2019 Q1	$36.6K	Buy	+3,180	New	+$34.7K	0.01%	273
2018 Q1	–	Sell	-552	Closed	-$6K	–	131
2017 Q4	$6K	Sell	552 -118,470	-100%	-$1.24M	﹤0.01%	123
2017 Q3	$1.24M	Buy	119,022 +9,216	+8%	+$91.5K	0.35%	63
2017 Q2	$1.09M	Buy	109,806 +18,996	+21%	+$183K	0.32%	70
2017 Q1	$864K	Buy	+90,810	New	+$852K	0.3%	57
2016 Q4	–	Sell	-25,626	Closed	-$223K	–	119
2016 Q3	$223K	Buy	25,626 +22,158	+639%	+$192K	0.09%	63
2016 Q2	$29K	Buy	+3,468	New	+$28.8K	0.01%	59

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Advisory Alpha's SCHB Position: Q2 2026 in Review

Advisory Alpha reduced its Schwab US Broad Market ETF (SCHB) stake by 69% in Q2 2026, selling an estimated $2.35M and leaving 37,133 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #209.

Advisory Alpha first reported a position in SCHB in Q2 2016 and has held it in 34 quarters since. The position peaked at $3.04M in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Advisory Alpha held 37,133 shares of Schwab US Broad Market ETF worth $1.08M as of Q2 2026.
Advisory Alpha sold 84,045 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.35M.
Schwab US Broad Market ETF made up 0.03% of Advisory Alpha's portfolio in Q2 2026, its #209 holding.
Advisory Alpha first reported a position in Schwab US Broad Market ETF in Q2 2016 and has held it in 34 quarters since.
Advisory Alpha's Schwab US Broad Market ETF position peaked at $3.04M in Q1 2026.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.