AWM
SCHB icon

Avior Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Avior Wealth Management’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 		$24.9M Sell
861,398
-2,051
-0.2% -$57.4K 0.66% 38
2026
Q1 		$21.7M Buy
863,449
+17,308
+2% +$454K 0.61% 41
2025
Q4 		$22.2M Sell
846,141
-2,129
-0.3% -$55.4K 0.69% 39
2025
Q3 		$21.8M Buy
848,270
+4,181
+0.5% +$103K 0.7% 40
2025
Q2 		$20.1M Sell
844,089
-167,679
-17% -$3.69M 0.69% 39
2025
Q1 		$21.8M Sell
1,011,768
-13,517
-1% -$307K 0.83% 29
2024
Q4 		$23.3M Sell
1,025,285
-16,702
-2% -$381K 0.85% 28
2024
Q3 		$23.1M Buy
1,041,987
+8,598
+0.8% +$184K 0.92% 26
2024
Q2 		$21.7M Buy
1,033,389
+12,399
+1% +$251K 0.93% 28
2024
Q1 		$20.8M Buy
1,020,990
+2,022
+0.2% +$39.1K 0.97% 23
2023
Q4 		$18.9M Sell
1,018,968
-5,604
-0.5% -$96.8K 1.15% 19
2023
Q3 		$17M Buy
1,024,572
+5,451
+0.5% +$94.3K 1.15% 17
2023
Q2 		$17.6M Buy
1,019,121
+1,305
+0.1% +$21.3K 1.14% 17
2023
Q1 		$16.2M Buy
1,017,816
+9,345
+0.9% +$146K 1.11% 16
2022
Q4 		$15.1M Sell
1,008,471
-3,816
-0.4% -$57.4K 1.14% 18
2022
Q3 		$14.2M Buy
1,012,287
+4,656
+0.5% +$72.4K 1.17% 16
2022
Q2 		$14.8M Sell
1,007,631
-1,494
-0.1% -$24K 1.5% 11
2022
Q1 		$18M Sell
1,009,125
-1,833
-0.2% -$32.2K 1.55% 11
2021
Q4 		$19M Sell
1,010,958
-1,049,466
-51% -$19.3M 1.57% 11
2021
Q3 		$35.7M Buy
2,060,424
+2,053,494
+29,632% +$36.5M 2.94% 6
2021
Q2 		$120K Sell
6,930
-264
-4% -$4.47K 0.01% 448
2021
Q1 		$115K Sell
7,194
-2,106
-23% -$33.2K 0.01% 452
2020
Q4 		$141K Sell
9,300
-822
-8% -$11.7K 0.02% 406
2020
Q3 		$134K Buy
10,122
+42
+0.4% +$552 0.02% 414
2020
Q2 		$123K Sell
10,080
-84
-0.8% -$968 0.02% 421
2020
Q1 		$102K Sell
10,164
-4,248
-29% -$51.4K 0.02% 413
2019
Q4 		$184K Buy
14,412
+114
+0.8% +$1.4K 0.03% 381
2019
Q3 		$169K Sell
14,298
-6,582
-32% -$77.8K 0.03% 377
2019
Q2 		$245K Sell
20,880
-24
-0.1% -$277 0.04% 330
2019
Q1 		$237K Sell
20,904
-1,218
-6% -$13.3K 0.05% 321
2018
Q4 		$220K Buy
22,122
+66
+0.3% +$714 0.05% 295
2018
Q3 		$259K Buy
22,056
+60
+0.3% +$692 0.06% 292
2018
Q2 		$242K Buy
21,996
+126
+0.6% +$1.38K 0.05% 282
2018
Q1 		$232K Sell
21,870
-2,328
-10% -$25.6K 0.05% 282
2017
Q4 		$260K Sell
24,198
-264
-1% -$2.77K 0.06% 272
2017
Q3 		$248K Sell
24,462
-48
-0.2% -$476 0.08% 129
2017
Q2 		$239K Sell
24,510
-810
-3% -$7.82K 0.1% 110
2017
Q1 		$241K Sell
25,320
-150
-0.6% -$1.41K 0.08% 136
2016
Q4 		$230K Sell
25,470
-516
-2% -$4.55K 0.09% 131
2016
Q3 		$227K Buy
25,986
+1,068
+4% +$9.27K 0.09% 131
2016
Q2 		$207K Buy
24,918
+216
+0.9% +$1.79K 0.09% 127
2016
Q1 		$203K Buy
+24,702
New +$192K 0.09% 125

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

Avior Wealth Management's SCHB Position: Q2 2026 in Review

Avior Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.24% in Q2 2026, selling an estimated $57.4K and leaving 861,398 shares worth $24.9M. The position accounts for 0.66% of the portfolio, ranked #38.

Avior Wealth Management first reported a position in SCHB in Q1 2016 and has held it in 42 quarters since. The position peaked at $35.7M in Q3 2021. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Avior Wealth Management held 861,398 shares of Schwab US Broad Market ETF worth $24.9M as of Q2 2026.
  • Avior Wealth Management sold 2,051 Schwab US Broad Market ETF shares in Q2 2026, an estimated $57.4K.
  • Schwab US Broad Market ETF made up 0.66% of Avior Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Avior Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2016 and has held it in 42 quarters since.
  • Avior Wealth Management's Schwab US Broad Market ETF position peaked at $35.7M in Q3 2021.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.