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

Allworth Financial’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
Q1 		$42.8M Buy
1,703,309
+293,194
+21% +$7.69M 0.17% 85
2025
Q4 		$37M Buy
1,410,115
+5,649
+0.4% +$147K 0.15% 86
2025
Q3 		$36.1M Sell
1,404,466
-60,993
-4% -$1.51M 0.16% 82
2025
Q2 		$34.9M Buy
1,465,459
+12,248
+0.8% +$270K 0.17% 81
2025
Q1 		$30.6M Buy
1,453,211
+565,439
+64% +$12.9M 0.17% 74
2024
Q4 		$20.9M Buy
887,772
+757,026
+579% +$17.3M 0.12% 97
2024
Q3 		$2.9M Sell
130,746
-14,736
-10% -$315K 0.02% 277
2024
Q2 		$3.09M Buy
145,482
+22,392
+18% +$454K 0.02% 259
2024
Q1 		$2.5M Sell
123,090
-11,517
-9% -$223K 0.02% 284
2023
Q4 		$2.5M Buy
134,607
+73,278
+119% +$1.27M 0.02% 273
2023
Q3 		$1.02M Buy
61,329
+5,493
+10% +$95.1K 0.01% 378
2023
Q2 		$962K Sell
55,836
-2,907
-5% -$47.4K 0.01% 382
2023
Q1 		$937K Buy
58,743
+1,164
+2% +$18.2K 0.01% 361
2022
Q4 		$860K Buy
57,579
+6,687
+13% +$100K 0.01% 368
2022
Q3 		$712K Buy
50,892
+3,648
+8% +$56.8K 0.01% 371
2022
Q2 		$696K Sell
47,244
-32,511
-41% -$522K 0.01% 353
2022
Q1 		$1.42M Buy
79,755
+13,593
+21% +$239K 0.02% 261
2021
Q4 		$1.25M Buy
66,162
+33,312
+101% +$613K 0.02% 257
2021
Q3 		$569K Sell
32,850
-18
-0.1% -$320 0.01% 310
2021
Q2 		$571K Buy
32,868
+11,388
+53% +$193K 0.01% 244
2021
Q1 		$346K Hold
21,480
– – 0.01% 283
2020
Q4 		$326K Hold
21,480
– – 0.01% 227
2020
Q3 		$285K Buy
21,480
+60
+0.3% +$789 0.01% 206
2020
Q2 		$262K Hold
21,420
– – 0.01% 210
2020
Q1 		$216K Sell
21,420
-54,882
-72% -$664K 0.01% 234
2019
Q4 		$978K Buy
76,302
+3,066
+4% +$37.6K 0.03% 74
2019
Q3 		$867K Sell
73,236
-4,860
-6% -$57.4K 0.03% 71
2019
Q2 		$918K Sell
78,096
-1,044
-1% -$12.1K 0.04% 70
2019
Q1 		$898K Buy
79,140
+2,136
+3% +$23.3K 0.04% 64
2018
Q4 		$769K Sell
77,004
-19,344
-20% -$209K 0.04% 67
2018
Q3 		$1.13M Sell
96,348
-192
-0.2% -$2.21K 0.05% 59
2018
Q2 		$1.06M Buy
96,540
+2,508
+3% +$27.4K 0.05% 61
2018
Q1 		$1M Buy
94,032
+1,476
+2% +$16.2K 0.08% 38
2017
Q4 		$995K Buy
92,556
+4,770
+5% +$50K 0.08% 33
2017
Q3 		$891K Sell
87,786
-9,198
-9% -$91.3K 0.07% 35
2017
Q2 		$945K Buy
96,984
+25,200
+35% +$243K 0.08% 35
2017
Q1 		$683K Buy
71,784
+14,088
+24% +$132K 0.06% 45
2016
Q4 		$521K Sell
57,696
-36,156
-39% -$319K 0.05% 52
2016
Q3 		$818K Buy
93,852
+6,654
+8% +$57.8K 0.09% 37
2016
Q2 		$731K Sell
87,198
-35,370
-29% -$294K 0.08% 42
2016
Q1 		$1.01M Buy
122,568
+16,038
+15% +$125K 0.13% 37
2015
Q4 		$871K Buy
106,530
+14,724
+16% +$121K 0.16% 36
2015
Q3 		$710K Sell
91,806
-43,824
-32% -$360K 0.25% 40
2015
Q2 		$1.14M Sell
135,630
-2,832
-2% -$24.2K 0.41% 26
2015
Q1 		$1.17M Buy
138,462
+22,482
+19% +$188K 0.43% 22
2014
Q4 		$963K Buy
115,980
+18,798
+19% +$152K 0.36% 23
2014
Q3 		$767K Buy
97,182
+43,938
+83% +$351K 0.3% 28
2014
Q2 		$423K Buy
+53,244
New +$411K 0.19% 40

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Allworth Financial's SCHB Position: Q1 2026 in Review

Allworth Financial increased its Schwab US Broad Market ETF (SCHB) stake by 21% in Q1 2026, buying an estimated $7.69M and bringing the position to 1,703,309 shares worth $42.8M. The position accounts for 0.17% of the portfolio, ranked #85.

Allworth Financial first reported a position in SCHB in Q2 2014 and has held it in 48 quarters since. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Allworth Financial held 1,703,309 shares of Schwab US Broad Market ETF worth $42.8M as of Q1 2026.
  • Allworth Financial bought 293,194 Schwab US Broad Market ETF shares in Q1 2026, an estimated $7.69M.
  • Schwab US Broad Market ETF made up 0.17% of Allworth Financial's portfolio in Q1 2026, its #85 holding.
  • Allworth Financial first reported a position in Schwab US Broad Market ETF in Q2 2014 and has held it in 48 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.