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

AF 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 		$587K Sell
20,256
-493
-2% -$13.8K 0.29% 14
2026
Q1 		$521K Sell
20,749
-6,186
-23% -$162K 0.29% 13
2025
Q4 		$706K Buy
26,935
+8
+0% +$208 0.27% 10
2025
Q3 		$692K Sell
26,927
-53
-0.2% -$1.31K 0.28% 10
2025
Q2 		$643K Buy
26,980
+7
+0% +$154 0.22% 10
2025
Q1 		$581K Buy
26,973
+8
+0% +$182 0.11% 7
2024
Q4 		$612K Buy
26,965
+7
+0% +$160 0.08% 9
2024
Q3 		$598K Buy
26,958
+18
+0.1% +$384 0.08% 8
2024
Q2 		$565K Sell
26,940
-618
-2% -$12.5K 0.1% 8
2024
Q1 		$561K Buy
27,558
+9
+0% +$174 0.12% 7
2023
Q4 		$511K Buy
27,549
+3
+0% +$52 0.12% 6
2023
Q3 		$458K Buy
27,546
+3
+0% +$52 0.14% 6
2023
Q2 		$475K Hold
27,543
– – 0.16% 6
2023
Q1 		$439K Buy
27,543
+2,406
+10% +$37.6K 0.17% 6
2022
Q4 		$352K Hold
25,137
– – 0.22% 5
2022
Q3 		$352K Sell
25,137
-2,997
-11% -$46.6K 0.22% 5
2022
Q2 		$414K Buy
+28,134
New +$452K 0.26% 6
2022
Q1 		– Sell
-30,534
Closed -$575K – 20
2021
Q4 		$575K Hold
30,534
– – 0.33% 5
2021
Q3 		$529K Buy
30,534
+900
+3% +$16K 0.33% 4
2021
Q2 		$515K Buy
+29,634
New +$502K 0.26% 5
2021
Q1 		– Sell
-29,466
Closed -$446K – 13
2020
Q4 		$446K Buy
29,466
+120
+0.4% +$1.71K 0.22% 6
2020
Q3 		$390K Hold
29,346
– – 0.23% 7
2020
Q2 		$359K Buy
29,346
+600
+2% +$6.92K 0.22% 7
2020
Q1 		$290K Buy
+28,746
New +$348K 0.24% 8

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

AF Advisors's SCHB Position: Q2 2026 in Review

AF Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 2.4% in Q2 2026, selling an estimated $13.8K and leaving 20,256 shares worth $587K. The position accounts for 0.29% of the portfolio, ranked #14.

AF Advisors first reported a position in SCHB in Q1 2020 and has held it in 24 quarters since. The position peaked at $706K in Q4 2025. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • AF Advisors held 20,256 shares of Schwab US Broad Market ETF worth $587K as of Q2 2026.
  • AF Advisors sold 493 Schwab US Broad Market ETF shares in Q2 2026, an estimated $13.8K.
  • Schwab US Broad Market ETF made up 0.29% of AF Advisors's portfolio in Q2 2026, its #14 holding.
  • AF Advisors first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 24 quarters since.
  • AF Advisors's Schwab US Broad Market ETF position peaked at $706K in Q4 2025.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on AF Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.