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Arax Advisory Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Arax Advisory Partners’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 		$6.9M Buy
238,396
+55,942
+31% +$1.57M 0.05% 394
2026
Q1 		$4.58M Sell
182,454
-1,116
-0.6% -$29.3K 0.13% 146
2025
Q4 		$4.82M Sell
183,570
-3,866,498
-95% -$101M 0.14% 127
2025
Q3 		$111M Buy
4,050,068
+3,877,998
+2,254% +$96M 1.59% 8
2025
Q2 		$4.19M Sell
172,070
-8,065
-4% -$178K 0.19% 93
2025
Q1 		$3.88M Buy
180,135
+3,470
+2% +$78.9K 0.25% 72
2024
Q4 		$4.01M Buy
176,665
+5,152
+3% +$118K 0.25% 68
2024
Q3 		$3.8M Sell
171,513
-1,467
-0.8% -$31.3K 0.34% 48
2024
Q2 		$3.63M Sell
172,980
-5,070
-3% -$103K 0.35% 46
2024
Q1 		$3.62M Sell
178,050
-11,754
-6% -$227K 0.38% 45
2023
Q4 		$3.52M Buy
189,804
+14,172
+8% +$245K 0.39% 44
2023
Q3 		$2.92M Buy
175,632
+32,394
+23% +$561K 0.36% 47
2023
Q2 		$2.47M Buy
143,238
+26,817
+23% +$437K 0.32% 48
2023
Q1 		$1.86M Buy
116,421
+10,104
+10% +$158K 0.25% 50
2022
Q4 		$1.59M Sell
106,317
-5,970
-5% -$89.7K 0.22% 55
2022
Q3 		$1.57M Sell
112,287
-309
-0.3% -$4.81K 0.25% 47
2022
Q2 		$1.66M Buy
112,596
+33,654
+43% +$540K 0.25% 50
2022
Q1 		$1.41M Buy
78,942
+15,546
+25% +$273K 0.19% 60
2021
Q4 		$1.19M Buy
63,396
+2,328
+4% +$42.8K 0.15% 63
2021
Q3 		$1.06M Buy
61,068
+5,364
+10% +$95.4K 0.14% 67
2021
Q2 		$968K Buy
+55,704
New +$943K 0.13% 74
2020
Q4 		$794K Sell
52,362
-2,370
-4% -$33.8K 0.12% 70
2020
Q3 		$726K Sell
54,732
-546
-1% -$7.18K 0.12% 67
2020
Q2 		$677K Buy
55,278
+16,908
+44% +$195K 0.12% 73
2020
Q1 		$386K Buy
38,370
+32,712
+578% +$396K 0.09% 83
2019
Q4 		$73K Buy
5,658
+60
+1% +$736 0.02% 287
2019
Q3 		$66K Sell
5,598
-324
-5% -$3.83K 0.02% 293
2019
Q2 		$70K Buy
+5,922
New +$68.4K 0.02% 278
2018
Q4 		$4K Buy
366
+48
+15% +$519 ﹤0.01% 505
2018
Q3 		$4K Buy
+318
New +$3.67K ﹤0.01% 544

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

Arax Advisory Partners's SCHB Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab US Broad Market ETF (SCHB) stake by 31% in Q2 2026, buying an estimated $1.57M and bringing the position to 238,396 shares worth $6.9M. The position accounts for 0.05% of the portfolio, ranked #394.

Arax Advisory Partners first reported a position in SCHB in Q3 2018 and has held it in 30 quarters since. The position peaked at $111M in Q3 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Arax Advisory Partners held 238,396 shares of Schwab US Broad Market ETF worth $6.9M as of Q2 2026.
  • Arax Advisory Partners bought 55,942 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.57M.
  • Schwab US Broad Market ETF made up 0.05% of Arax Advisory Partners's portfolio in Q2 2026, its #394 holding.
  • Arax Advisory Partners first reported a position in Schwab US Broad Market ETF in Q3 2018 and has held it in 30 quarters since.
  • Arax Advisory Partners's Schwab US Broad Market ETF position peaked at $111M in Q3 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.