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Armstrong Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Armstrong Advisory Group’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 		$496K Buy
17,129
+41
+0.2% +$1.15K 0.03% 147
2026
Q1 		$429K Buy
17,088
+26
+0.2% +$682 0.03% 158
2025
Q4 		$448K Buy
17,062
+47
+0.3% +$1.22K 0.03% 149
2025
Q3 		$437K Buy
17,015
+51
+0.3% +$1.26K 0.03% 150
2025
Q2 		$404K Sell
16,964
-276
-2% -$6.08K 0.03% 142
2025
Q1 		$391K Hold
17,240
– – 0.03% 129
2024
Q4 		$391K Buy
17,240
+6,335
+58% +$145K 0.03% 129
2024
Q3 		$242K Buy
10,905
+87
+0.8% +$1.86K 0.02% 163
2024
Q2 		$227K Sell
10,818
-4,182
-28% -$84.7K 0.02% 168
2024
Q1 		$278K Hold
15,000
– – 0.03% 151
2023
Q4 		$278K Sell
15,000
-5,622
-27% -$97.1K 0.03% 151
2023
Q3 		$343K Buy
20,622
+99
+0.5% +$1.71K 0.04% 119
2023
Q2 		$354K Buy
20,523
+237
+1% +$3.86K 0.04% 121
2023
Q1 		$324K Hold
20,286
– – 0.04% 119
2022
Q4 		$303K Buy
+20,286
New +$305K 0.04% 126

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Armstrong Advisory Group's SCHB Position: Q2 2026 in Review

Armstrong Advisory Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.24% in Q2 2026, buying an estimated $1.15K and bringing the position to 17,129 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #147.

Armstrong Advisory Group first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 289 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Armstrong Advisory Group held 17,129 shares of Schwab US Broad Market ETF worth $496K as of Q2 2026.
  • Armstrong Advisory Group bought 41 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.15K.
  • Schwab US Broad Market ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q2 2026, its #147 holding.
  • Armstrong Advisory Group first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 289 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.