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American Investment Services’s Schwab US Broad Market ETF SCHB Stock Holding History

American Investment 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 		$2.98M Buy
102,887
+2
+0% +$56 0.63% 37
2026
Q1 		$2.58M Sell
102,885
-11,726
-10% -$308K 0.58% 41
2025
Q4 		$3.01M Buy
+114,611
New +$2.98M 0.7% 36
2024
Q4 		– Sell
-1,091,007
Closed -$24.2M – 161
2024
Q3 		$24.2M Buy
1,091,007
+333
+0% +$7.11K 4.04% 5
2024
Q2 		$22.9M Sell
1,090,674
-21,600
-2% -$438K 4.05% 5
2024
Q1 		$22.6M Sell
1,112,274
-30
-0% -$581 4.01% 5
2023
Q4 		$20.6M Sell
1,112,304
-36
-0% -$622 3.89% 5
2023
Q3 		$18.5M Buy
1,112,340
+11,703
+1% +$203K 3.95% 5
2023
Q2 		$19M Buy
1,100,637
+18
+0% +$293 3.84% 6
2023
Q1 		$16.4M Hold
1,100,619
– – 3.38% 6
2022
Q4 		$16.4M Buy
1,100,619
+3
+0% +$45 3.38% 6
2022
Q3 		$15.4M Buy
1,100,616
+39,783
+4% +$619K 3.67% 6
2022
Q2 		$15.6M Buy
1,060,833
+40,053
+4% +$643K 3.56% 7
2022
Q1 		$18.2M Buy
1,020,780
+288,000
+39% +$5.06M 3.99% 6
2021
Q4 		$13.8M Sell
732,780
-84
-0% -$1.54K 3.02% 9
2021
Q3 		$12.7M Hold
732,864
– – 2.85% 10
2021
Q2 		$12.7M Hold
732,864
– – 2.93% 9
2021
Q1 		$11.8M Buy
+732,864
New +$11.6M 3.2% 8

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 $104B AUM 28.3% 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 Investment Services's SCHB Position: Q2 2026 in Review

American Investment Services increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q2 2026, buying an estimated $56 and bringing the position to 102,887 shares worth $2.98M. The position accounts for 0.63% of the portfolio, ranked #37.

American Investment Services first reported a position in SCHB in Q1 2021 and has held it in 18 quarters since. The position peaked at $24.2M in Q3 2024. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • American Investment Services held 102,887 shares of Schwab US Broad Market ETF worth $2.98M as of Q2 2026.
  • American Investment Services bought 2 Schwab US Broad Market ETF shares in Q2 2026, an estimated $56.
  • Schwab US Broad Market ETF made up 0.63% of American Investment Services's portfolio in Q2 2026, its #37 holding.
  • American Investment Services first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 18 quarters since.
  • American Investment Services's Schwab US Broad Market ETF position peaked at $24.2M in Q3 2024.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.