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

Albion Financial Group’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 		$36.5K Hold
1,260
– – ﹤0.01% 304
2026
Q1 		$31.6K Hold
1,260
– – ﹤0.01% 308
2025
Q4 		$33K Hold
1,260
– – ﹤0.01% 291
2025
Q3 		$32.4K Hold
1,260
– – ﹤0.01% 291
2025
Q2 		$30K Hold
1,260
– – ﹤0.01% 271
2025
Q1 		$27.1K Hold
1,260
– – ﹤0.01% 284
2024
Q4 		$28.6K Hold
1,260
– – ﹤0.01% 305
2024
Q3 		$27.9K Hold
1,260
– – ﹤0.01% 268
2024
Q2 		$26.4K Hold
1,260
– – ﹤0.01% 272
2024
Q1 		$25.6K Hold
1,260
– – ﹤0.01% 262
2023
Q4 		$23.4K Sell
1,260
-300
-19% -$5.18K ﹤0.01% 260
2023
Q3 		$25.9K Hold
1,560
– – ﹤0.01% 247
2023
Q2 		$26.9K Hold
1,560
– – ﹤0.01% 255
2023
Q1 		$24.9K Sell
1,560
-9,147
-85% -$143K ﹤0.01% 248
2022
Q4 		$160K Buy
10,707
+39
+0.4% +$586 0.02% 170
2022
Q3 		$149K Buy
10,668
+42
+0.4% +$653 0.02% 174
2022
Q2 		$157K Buy
10,626
+33
+0.3% +$530 0.02% 179
2022
Q1 		$189K Buy
10,593
+27
+0.3% +$474 0.02% 201
2021
Q4 		$199K Buy
10,566
+30
+0.3% +$552 0.02% 213
2021
Q3 		$182K Buy
10,536
+30
+0.3% +$534 0.02% 190
2021
Q2 		$183K Buy
+10,506
New +$178K 0.02% 191
2020
Q4 		$159K Buy
+10,452
New +$149K 0.02% 192

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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

Albion Financial Group's SCHB Position: Q2 2026 in Review

Albion Financial Group held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 1,260 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Albion Financial Group first reported a position in SCHB in Q4 2020 and has held it in 22 quarters since. The position peaked at $199K in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Albion Financial Group held 1,260 shares of Schwab US Broad Market ETF worth $36.5K as of Q2 2026.
  • Albion Financial Group left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #304 holding.
  • Albion Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Albion Financial Group's Schwab US Broad Market ETF position peaked at $199K in Q4 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.