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

Ashford 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 		$16.1M Buy
557,350
+27,596
+5% +$773K 3.33% 7
2026
Q1 		$14M Sell
529,754
-47,570
-8% -$1.25M 3.27% 6
2025
Q4 		$15.1M Sell
577,324
-19,660
-3% -$512K 3.32% 7
2025
Q3 		$15.3M Sell
596,984
-148,560
-20% -$3.68M 3.4% 7
2025
Q2 		$17.8M Hold
745,544
– – 4.12% 5
2025
Q1 		$16.1M Sell
745,544
-13,204
-2% -$300K 4.01% 5
2024
Q4 		$17.2M Sell
758,748
-11,418
-1% -$261K 3.98% 5
2024
Q3 		$17.1M Hold
770,166
– – 3.98% 5
2024
Q2 		$16.1M Hold
770,166
– – 3.96% 5
2024
Q1 		$15.7M Sell
770,166
-38,076
-5% -$737K 3.95% 5
2023
Q4 		$15M Sell
808,242
-3,690
-0.5% -$63.7K 4.15% 5
2023
Q3 		$13.5M Hold
811,932
– – 4.24% 5
2023
Q2 		$14M Hold
811,932
– – 4.2% 6
2023
Q1 		$13M Hold
811,932
– – 4.21% 6
2022
Q4 		$12.1M Hold
811,932
– – 4.16% 6
2022
Q3 		$11.4M Hold
811,932
– – 4.21% 6
2022
Q2 		$12M Hold
811,932
– – 4.19% 6
2022
Q1 		$14.4M Hold
811,932
– – 4.75% 4
2021
Q4 		$15.3M Hold
811,932
– – 5.12% 4
2021
Q3 		$14.1M Hold
811,932
– – 5.15% 4
2021
Q2 		$14.1M Hold
811,932
– – 5.36% 4
2021
Q1 		$13.1M Hold
811,932
– – 5.73% 4
2020
Q4 		$12.3M Buy
+811,932
New +$11.6M 7.44% 3

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 $103B AUM 28.65% 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

Ashford Advisors's SCHB Position: Q2 2026 in Review

Ashford Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 5.2% in Q2 2026, buying an estimated $773K and bringing the position to 557,350 shares worth $16.1M. The position accounts for 3.33% of the portfolio, ranked #7.

Ashford Advisors first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.8M in Q2 2025. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Ashford Advisors held 557,350 shares of Schwab US Broad Market ETF worth $16.1M as of Q2 2026.
  • Ashford Advisors bought 27,596 Schwab US Broad Market ETF shares in Q2 2026, an estimated $773K.
  • Schwab US Broad Market ETF made up 3.33% of Ashford Advisors's portfolio in Q2 2026, its #7 holding.
  • Ashford Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Ashford Advisors's Schwab US Broad Market ETF position peaked at $17.8M in Q2 2025.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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