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Aspiring Ventures’s Schwab US Broad Market ETF SCHB Stock Holding History

Aspiring Ventures’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 		$5.69M Sell
196,461
-9,033
-4% -$253K 1.38% 8
2026
Q1 		$5.16M Buy
205,494
+7,019
+4% +$184K 1.56% 10
2025
Q4 		$5.21M Buy
198,475
+13,666
+7% +$356K 1.77% 9
2025
Q3 		$4.75M Buy
184,809
+19,685
+12% +$487K 1.62% 8
2025
Q2 		$3.93M Buy
165,124
+4,360
+3% +$96K 1.73% 6
2025
Q1 		$3.47M Buy
160,764
+18,943
+13% +$431K 1.93% 6
2024
Q4 		$3.29M Buy
+141,821
New +$3.24M 2.07% 4

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

Aspiring Ventures's SCHB Position: Q2 2026 in Review

Aspiring Ventures reduced its Schwab US Broad Market ETF (SCHB) stake by 4.4% in Q2 2026, selling an estimated $253K and leaving 196,461 shares worth $5.69M. The position accounts for 1.38% of the portfolio, ranked #8.

Aspiring Ventures first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Aspiring Ventures held 196,461 shares of Schwab US Broad Market ETF worth $5.69M as of Q2 2026.
  • Aspiring Ventures sold 9,033 Schwab US Broad Market ETF shares in Q2 2026, an estimated $253K.
  • Schwab US Broad Market ETF made up 1.38% of Aspiring Ventures's portfolio in Q2 2026, its #8 holding.
  • Aspiring Ventures first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aspiring Ventures's 13F filing for Q2 2026, filed 5 Aug 2026.