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

ARS Wealth Advisors 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	$286K	Buy	9,863 +25	+0.3%	+$700	0.02%	190
2026 Q1	$247K	Buy	9,838 +29	+0.3%	+$761	0.02%	184
2025 Q4	$257K	Buy	9,809 +30	+0.3%	+$781	0.02%	166
2025 Q3	$251K	Buy	9,779 +405	+4%	+$10K	0.02%	165
2025 Q2	$223K	Buy	9,374 +27	+0.3%	+$595	0.03%	171
2025 Q1	$201K	Buy	9,347 +29	+0.3%	+$660	0.03%	157
2024 Q4	$212K	Buy	9,318 +33	+0.4%	+$754	0.03%	152
2024 Q3	$206K	Buy	+9,285	New	+$198K	0.03%	165

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

ARS Wealth Advisors Group's SCHB Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.25% in Q2 2026, buying an estimated $700 and bringing the position to 9,863 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #190.

ARS Wealth Advisors Group first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

ARS Wealth Advisors Group held 9,863 shares of Schwab US Broad Market ETF worth $286K as of Q2 2026.
ARS Wealth Advisors Group bought 25 Schwab US Broad Market ETF shares in Q2 2026, an estimated $700.
Schwab US Broad Market ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #190 holding.
ARS Wealth Advisors Group first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.