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Aspiriant LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Aspiriant LLC’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 		$2.33M Buy
80,573
+858
+1% +$24K 0.06% 103
2026
Q1 		$2M Hold
79,715
– – 0.06% 109
2025
Q4 		$2.09M Buy
79,715
+1,875
+2% +$48.8K 0.06% 108
2025
Q3 		$2M Hold
77,840
– – 0.06% 102
2025
Q2 		$1.85M Hold
77,840
– – 0.06% 106
2025
Q1 		$1.68M Buy
77,840
+3,596
+5% +$81.8K 0.06% 106
2024
Q4 		$1.69M Sell
74,244
-3,909
-5% -$89.3K 0.06% 105
2024
Q3 		$1.73M Buy
78,153
+3,909
+5% +$83.5K 0.07% 104
2024
Q2 		$1.56M Sell
74,244
-108
-0.1% -$2.19K 0.06% 103
2024
Q1 		$1.51M Hold
74,352
– – 0.06% 112
2023
Q4 		$1.38M Hold
74,352
– – 0.06% 117
2023
Q3 		$1.24M Hold
74,352
– – 0.06% 118
2023
Q2 		$1.28M Buy
74,352
+1,584
+2% +$25.8K 0.06% 113
2023
Q1 		$1.16M Hold
72,768
– – 0.06% 122
2022
Q4 		$1.09M Sell
72,768
-3,414
-4% -$51.3K 0.06% 124
2022
Q3 		$1.07M Buy
76,182
+1,740
+2% +$27.1K 0.05% 115
2022
Q2 		$1.1M Buy
74,442
+48
+0.1% +$770 0.05% 115
2022
Q1 		$1.32M Buy
74,394
+912
+1% +$16K 0.07% 114
2021
Q4 		$1.38M Buy
+73,482
New +$1.35M 0.07% 111

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

Aspiriant LLC's SCHB Position: Q2 2026 in Review

Aspiriant LLC increased its Schwab US Broad Market ETF (SCHB) stake by 1.1% in Q2 2026, buying an estimated $24K and bringing the position to 80,573 shares worth $2.33M. The position accounts for 0.06% of the portfolio, ranked #103.

Aspiriant LLC first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Aspiriant LLC held 80,573 shares of Schwab US Broad Market ETF worth $2.33M as of Q2 2026.
  • Aspiriant LLC bought 858 Schwab US Broad Market ETF shares in Q2 2026, an estimated $24K.
  • Schwab US Broad Market ETF made up 0.06% of Aspiriant LLC's portfolio in Q2 2026, its #103 holding.
  • Aspiriant LLC first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.