AFP
SCHB icon

Ausdal Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Ausdal Financial Partners’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 		$3.34M Buy
115,452
+4,609
+4% +$129K 0.13% 175
2026
Q1 		$2.78M Buy
110,843
+1,018
+0.9% +$26.7K 0.12% 176
2025
Q4 		$2.88M Buy
109,825
+1,834
+2% +$47.7K 0.13% 173
2025
Q3 		$2.78M Sell
107,991
-1,398
-1% -$34.6K 0.13% 173
2025
Q2 		$2.61M Buy
109,389
+2,352
+2% +$51.8K 0.17% 133
2025
Q1 		$2.3M Sell
107,037
-90,952
-46% -$2.07M 0.17% 132
2024
Q4 		$4.49M Buy
197,989
+95,368
+93% +$2.18M 0.39% 58
2024
Q3 		$2.28M Sell
102,621
-3,624
-3% -$77.4K 0.24% 98
2024
Q2 		$2.23M Sell
106,245
-795
-0.7% -$16.1K 0.24% 98
2024
Q1 		$2.18M Buy
107,040
+1,116
+1% +$21.6K 0.25% 99
2023
Q4 		$1.97M Buy
105,924
+6,876
+7% +$119K 0.24% 99
2023
Q3 		$1.65M Buy
99,048
+12,870
+15% +$223K 0.23% 110
2023
Q2 		$1.49M Buy
86,178
+3
+0% +$49 0.2% 118
2023
Q1 		$1.37M Buy
86,175
+4,374
+5% +$68.4K 0.19% 130
2022
Q4 		$1.22M Sell
81,801
-4,635
-5% -$69.7K 0.18% 135
2022
Q3 		$1.21M Sell
86,436
-375
-0.4% -$5.83K 0.19% 129
2022
Q2 		$1.28M Sell
86,811
-5,739
-6% -$92.1K 0.19% 141
2022
Q1 		$1.65M Sell
92,550
-1,218
-1% -$21.4K 0.22% 121
2021
Q4 		$1.77M Buy
93,768
+2,130
+2% +$39.2K 0.24% 123
2021
Q3 		$1.59M Sell
91,638
-582
-0.6% -$10.4K 0.24% 121
2021
Q2 		$1.6M Buy
92,220
+12,600
+16% +$213K 0.24% 119
2021
Q1 		$1.28M Buy
79,620
+7,452
+10% +$117K 0.22% 137
2020
Q4 		$1.09M Buy
72,168
+8,826
+14% +$126K 0.21% 135
2020
Q3 		$841K Buy
63,342
+19,116
+43% +$251K 0.2% 133
2020
Q2 		$542K Buy
44,226
+3,966
+10% +$45.7K 0.18% 133
2020
Q1 		$443K Buy
40,260
+14,604
+57% +$177K 0.16% 153
2019
Q4 		$333K Buy
25,656
+1,386
+6% +$17K 0.1% 231
2019
Q3 		$287K Buy
+24,270
New +$287K 0.1% 236
2016
Q1 		– Sell
-6,708
Closed -$55K – 869
2015
Q4 		$55K Buy
+6,708
New +$55.3K 0.03% 429

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

Ausdal Financial Partners's SCHB Position: Q2 2026 in Review

Ausdal Financial Partners increased its Schwab US Broad Market ETF (SCHB) stake by 4.2% in Q2 2026, buying an estimated $129K and bringing the position to 115,452 shares worth $3.34M. The position accounts for 0.13% of the portfolio, ranked #175.

Ausdal Financial Partners first reported a position in SCHB in Q4 2015 and has held it in 29 quarters since. The position peaked at $4.49M in Q4 2024. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Ausdal Financial Partners held 115,452 shares of Schwab US Broad Market ETF worth $3.34M as of Q2 2026.
  • Ausdal Financial Partners bought 4,609 Schwab US Broad Market ETF shares in Q2 2026, an estimated $129K.
  • Schwab US Broad Market ETF made up 0.13% of Ausdal Financial Partners's portfolio in Q2 2026, its #175 holding.
  • Ausdal Financial Partners first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 29 quarters since.
  • Ausdal Financial Partners's Schwab US Broad Market ETF position peaked at $4.49M in Q4 2024.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.