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

Axos 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	$1.42M	Sell	49,191 -20,659	-30%	-$578K	1.04%	13
2026 Q1	$1.75M	Sell	69,850 -23,509	-25%	-$617K	1.33%	13
2025 Q4	$2.45M	Sell	93,359 -34,217	-27%	-$891K	1.8%	13
2025 Q3	$3.28M	Sell	127,576 -31,851	-20%	-$788K	2.46%	9
2025 Q2	$3.8M	Sell	159,427 -6,695	-4%	-$147K	2.87%	8
2025 Q1	$3.58M	Buy	166,122 +5,461	+3%	+$124K	2.77%	8
2024 Q4	$3.65M	Sell	160,661 -67,270	-30%	-$1.54M	2.66%	8
2024 Q3	$5.05M	Buy	+227,931	New	+$4.87M	3.46%	8

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $469M AUM

Axos Invest's SCHB Position: Q2 2026 in Review

Axos Invest reduced its Schwab US Broad Market ETF (SCHB) stake by 30% in Q2 2026, selling an estimated $578K and leaving 49,191 shares worth $1.42M. The position accounts for 1.04% of the portfolio, ranked #13.

Axos Invest first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.05M in Q3 2024. 971 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Axos Invest held 49,191 shares of Schwab US Broad Market ETF worth $1.42M as of Q2 2026.
Axos Invest sold 20,659 Schwab US Broad Market ETF shares in Q2 2026, an estimated $578K.
Schwab US Broad Market ETF made up 1.04% of Axos Invest's portfolio in Q2 2026, its #13 holding.
Axos Invest first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
Axos Invest's Schwab US Broad Market ETF position peaked at $5.05M in Q3 2024.
971 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Axos Invest's 13F filing for Q2 2026, filed 7 Aug 2026.