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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
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 $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

Atomic Invest's SCHB Position: Q2 2026 in Review

Atomic Invest reduced its Schwab US Broad Market ETF (SCHB) stake by 28% in Q2 2026, selling an estimated $1.85K and leaving 167 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Atomic Invest first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.15K in Q4 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Atomic Invest held 167 shares of Schwab US Broad Market ETF worth $4.79K as of Q2 2026.
  • Atomic Invest sold 66 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.85K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Atomic Invest's portfolio in Q2 2026, its #327 holding.
  • Atomic Invest first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Atomic Invest's Schwab US Broad Market ETF position peaked at $6.15K in Q4 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Atomic Invest's 13F filing for Q2 2026, filed 25 Sep 2026.