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

American Financial 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 		$373K Sell
12,866
-750
-6% -$21K 0.04% 116
2026
Q1 		$342K Buy
13,616
+15
+0.1% +$394 0.05% 111
2025
Q4 		$357K Buy
13,601
+53
+0.4% +$1.38K 0.05% 110
2025
Q3 		$348K Buy
13,548
+17
+0.1% +$421 0.04% 115
2025
Q2 		$322K Sell
13,531
-398
-3% -$8.77K 0.05% 116
2025
Q1 		$300K Buy
13,929
+1
+0% +$23 0.04% 114
2024
Q4 		$316K Sell
13,928
-1,141
-8% -$26.1K 0.04% 110
2024
Q3 		$334K Buy
15,069
+69
+0.5% +$1.47K 0.05% 107
2024
Q2 		$314K Sell
15,000
-678
-4% -$13.7K 0.04% 110
2024
Q1 		$319K Buy
15,678
+69
+0.4% +$1.33K 0.04% 107
2023
Q4 		$290K Sell
15,609
-129
-0.8% -$2.23K 0.04% 108
2023
Q3 		$262K Buy
15,738
+669
+4% +$11.6K 0.04% 111
2023
Q2 		$260K Buy
15,069
+51
+0.3% +$831 0.04% 112
2023
Q1 		$240K Buy
15,018
+1,242
+9% +$19.4K 0.04% 114
2022
Q4 		$206K Buy
+13,776
New +$207K 0.03% 117
2022
Q3 		– Sell
-15,753
Closed -$232K – 121
2022
Q2 		$232K Buy
15,753
+153
+1% +$2.46K 0.06% 69
2022
Q1 		$278K Buy
15,600
+66
+0.4% +$1.16K 0.04% 112
2021
Q4 		$293K Sell
15,534
-1,086
-7% -$20K 0.04% 111
2021
Q3 		$288K Buy
16,620
+498
+3% +$8.86K 0.04% 108
2021
Q2 		$280K Buy
16,122
+432
+3% +$7.31K 0.04% 111
2021
Q1 		$253K Sell
15,690
-6
-0% -$95 0.04% 108
2020
Q4 		$238K Buy
15,696
+318
+2% +$4.53K 0.03% 105
2020
Q3 		$204K Buy
+15,378
New +$202K 0.03% 101

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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

American Financial Advisors's SCHB Position: Q2 2026 in Review

American Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 5.5% in Q2 2026, selling an estimated $21K and leaving 12,866 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #116.

American Financial Advisors first reported a position in SCHB in Q3 2020 and has held it in 23 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • American Financial Advisors held 12,866 shares of Schwab US Broad Market ETF worth $373K as of Q2 2026.
  • American Financial Advisors sold 750 Schwab US Broad Market ETF shares in Q2 2026, an estimated $21K.
  • Schwab US Broad Market ETF made up 0.04% of American Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • American Financial Advisors first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.