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Avidian Wealth Enterprises’s Schwab US Broad Market ETF SCHB Stock Holding History

Avidian Wealth Enterprises’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 		$818K Buy
28,251
+15
+0.1% +$420 0.02% 364
2026
Q1 		$709K Buy
28,236
+114
+0.4% +$2.99K 0.02% 362
2025
Q4 		$738K Buy
28,122
+36
+0.1% +$937 0.03% 286
2025
Q3 		$722K Sell
28,086
-21,698
-44% -$537K 0.03% 284
2025
Q2 		$1.19M Buy
49,784
+39
+0.1% +$859 0.05% 186
2025
Q1 		$1.07M Buy
49,745
+87
+0.2% +$1.98K 0.05% 187
2024
Q4 		$1.13M Buy
49,658
+146
+0.3% +$3.33K 0.05% 169
2024
Q3 		$1.1M Buy
49,512
+258
+0.5% +$5.51K 0.05% 174
2024
Q2 		$1.03M Buy
49,254
+474
+1% +$9.6K 0.04% 182
2024
Q1 		$993K Buy
48,780
+126
+0.3% +$2.44K 0.05% 163
2023
Q4 		$903K Buy
48,654
+171
+0.4% +$2.95K 0.06% 177
2023
Q3 		$806K Buy
48,483
+153
+0.3% +$2.65K 0.06% 191
2023
Q2 		$833K Sell
48,330
-3,387
-7% -$55.2K 0.05% 206
2023
Q1 		$825K Buy
+51,717
New +$809K 0.05% 227
2014
Q1 		– Sell
-50,424
Closed -$360K – 22
2013
Q4 		$360K Buy
+50,424
New +$363K 0.33% 20

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

Avidian Wealth Enterprises's SCHB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Schwab US Broad Market ETF (SCHB) stake by 0.05% in Q2 2026, buying an estimated $420 and bringing the position to 28,251 shares worth $818K. The position accounts for 0.02% of the portfolio, ranked #364.

Avidian Wealth Enterprises first reported a position in SCHB in Q4 2013 and has held it in 15 quarters since. The position peaked at $1.19M in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Avidian Wealth Enterprises held 28,251 shares of Schwab US Broad Market ETF worth $818K as of Q2 2026.
  • Avidian Wealth Enterprises bought 15 Schwab US Broad Market ETF shares in Q2 2026, an estimated $420.
  • Schwab US Broad Market ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #364 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab US Broad Market ETF in Q4 2013 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's Schwab US Broad Market ETF position peaked at $1.19M in Q2 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.