Allegiance Financial Group Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Allegiance Financial Group Advisory Services’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	$549K	Hold	18,945	–	–	0.1%	81
2026 Q1	$476K	Hold	18,945	–	–	0.09%	86
2025 Q4	$497K	Hold	18,945	–	–	0.1%	78
2025 Q3	$487K	Buy	18,945 +2,272	+14%	+$56.2K	0.11%	70
2025 Q2	$397K	Buy	+16,673	New	+$367K	0.11%	81

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

Allegiance Financial Group Advisory Services's SCHB Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 18,945 shares worth $549K. The position accounts for 0.1% of the portfolio, ranked #81.

Allegiance Financial Group Advisory Services first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Allegiance Financial Group Advisory Services held 18,945 shares of Schwab US Broad Market ETF worth $549K as of Q2 2026.
Allegiance Financial Group Advisory Services left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.1% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #81 holding.
Allegiance Financial Group Advisory Services first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.