Atomic Invest
SCHB icon

Atomic Invest’s Schwab US Broad Market ETF SCHB Stock Holding History

Atomic Invest’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 		$4.88K Hold
167
– – ﹤0.01% 347
2026
Q2 		$4.79K Sell
167
-66
-28% -$1.85K ﹤0.01% 327
2026
Q1 		$5.67K Hold
233
– – ﹤0.01% 297
2025
Q4 		$6.15K Buy
+233
New +$6.07K ﹤0.01% 244

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Atomic Invest's SCHB Position: Q3 2026 in Review

Atomic Invest held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 167 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Atomic Invest first reported a position in SCHB in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.15K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Atomic Invest held 167 shares of Schwab US Broad Market ETF worth $4.88K as of Q3 2026.
  • Atomic Invest left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Atomic Invest's portfolio in Q3 2026, its #347 holding.
  • Atomic Invest first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 4 quarters since.
  • Atomic Invest's Schwab US Broad Market ETF position peaked at $6.15K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.