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 Q3	$503K	Buy	17,152 +23	+0.1%	+$675	0.03%	140
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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Armstrong Advisory Group's SCHB Position: Q3 2026 in Review

Armstrong Advisory Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.13% in Q3 2026, buying an estimated $675 and bringing the position to 17,152 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #140.

Armstrong Advisory Group first reported a position in SCHB in Q4 2022 and has held it in 16 quarters since. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Armstrong Advisory Group held 17,152 shares of Schwab US Broad Market ETF worth $503K as of Q3 2026.
Armstrong Advisory Group bought 23 Schwab US Broad Market ETF shares in Q3 2026, an estimated $675.
Schwab US Broad Market ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q3 2026, its #140 holding.
Armstrong Advisory Group first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 16 quarters since.
698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.