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

Aletheian Wealth 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	$639K	Sell	22,072 -3,037	-12%	-$85K	0.27%	55
2026 Q1	$630K	Buy	+25,109	New	+$659K	0.31%	51
2025 Q3	$665K	Buy	25,862 +2	+0%	+$50	0.31%	50
2025 Q2	$616K	Buy	25,860 +3	+0%	+$66	0.3%	52
2025 Q1	$557K	Sell	25,857 -3,688	-12%	-$83.9K	0.31%	52
2024 Q4	$671K	Buy	29,545 +4	+0%	+$91	0.4%	48
2024 Q3	$655K	Sell	29,541 -3,711	-11%	-$79.2K	0.38%	46
2024 Q2	$697K	Sell	33,252 -885	-3%	-$17.9K	0.37%	60
2024 Q1	$695K	Hold	34,137	–	–	0.38%	58
2023 Q4	$633K	Buy	34,137 +48	+0.1%	+$829	0.42%	56
2023 Q3	$566K	Buy	34,089 +45	+0.1%	+$779	0.43%	56
2023 Q2	$587K	Buy	34,044 +39	+0.1%	+$636	0.4%	62
2023 Q1	$542K	Buy	34,005 +63	+0.2%	+$985	0.48%	39
2022 Q4	$507K	Buy	33,942 +54	+0.2%	+$812	0.44%	52
2022 Q3	$474K	Buy	33,888 +51	+0.2%	+$793	0.54%	37
2022 Q2	$498K	Buy	33,837 +54	+0.2%	+$867	0.51%	37
2022 Q1	$601K	Sell	33,783 -3,669	-10%	-$64.4K	0.57%	35
2021 Q4	$705K	Buy	+37,452	New	+$689K	0.69%	30

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 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

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Aletheian Wealth Advisors's SCHB Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 12% in Q2 2026, selling an estimated $85K and leaving 22,072 shares worth $639K. The position accounts for 0.27% of the portfolio, ranked #55.

Aletheian Wealth Advisors first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. The position peaked at $705K in Q4 2021. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Aletheian Wealth Advisors held 22,072 shares of Schwab US Broad Market ETF worth $639K as of Q2 2026.
Aletheian Wealth Advisors sold 3,037 Schwab US Broad Market ETF shares in Q2 2026, an estimated $85K.
Schwab US Broad Market ETF made up 0.27% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Aletheian Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
Aletheian Wealth Advisors's Schwab US Broad Market ETF position peaked at $705K in Q4 2021.
510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.