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

Aquire 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 		$670K Hold
23,143
– – 0.15% 31
2026
Q1 		$581K Buy
23,143
+240
+1% +$6.3K 0.15% 32
2025
Q4 		$601K Sell
22,903
-2,358
-9% -$61.4K 0.16% 30
2025
Q3 		$649K Hold
25,261
– – 0.16% 29
2025
Q2 		$602K Hold
25,261
– – 0.16% 29
2025
Q1 		$544K Hold
25,261
– – 0.17% 30
2024
Q4 		$573K Sell
25,261
-1,682
-6% -$38.4K 0.18% 30
2024
Q3 		$597K Hold
26,943
– – 0.19% 29
2024
Q2 		$565K Hold
26,943
– – 0.19% 31
2024
Q1 		$548K Buy
26,943
+273
+1% +$5.28K 0.19% 32
2023
Q4 		$495K Sell
26,670
-510
-2% -$8.81K 0.19% 30
2023
Q3 		$452K Hold
27,180
– – 0.19% 29
2023
Q2 		$468K Hold
27,180
– – 0.19% 29
2023
Q1 		$434K Hold
27,180
– – 0.19% 30
2022
Q4 		$406K Hold
27,180
– – 0.2% 29
2022
Q3 		$380K Hold
27,180
– – 0.22% 29
2022
Q2 		$400K Buy
27,180
+150
+0.6% +$2.41K 0.23% 28
2022
Q1 		$481K Buy
27,030
+438
+2% +$7.69K 0.26% 30
2021
Q4 		$501K Buy
+26,592
New +$489K 0.26% 29

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

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

Aquire Wealth Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 23,143 shares worth $670K. The position accounts for 0.15% of the portfolio, ranked #31.

Aquire Wealth Advisors first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Aquire Wealth Advisors held 23,143 shares of Schwab US Broad Market ETF worth $670K as of Q2 2026.
  • Aquire Wealth Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.15% of Aquire Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Aquire Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.