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

BCS 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 		$3.53M Buy
121,906
+3,587
+3% +$100K 0.64% 40
2026
Q1 		$2.97M Sell
118,319
-151,563
-56% -$3.98M 0.61% 39
2025
Q4 		$7.08M Buy
269,882
+128,741
+91% +$3.35M 0.71% 36
2025
Q3 		$3.63M Buy
141,141
+11,691
+9% +$289K 0.82% 34
2025
Q2 		$3.08M Sell
129,450
-352
-0.3% -$7.75K 0.66% 39
2025
Q1 		$2.79M Sell
129,802
-10,886
-8% -$248K 0.72% 37
2024
Q4 		$3.19M Buy
+140,688
New +$3.21M 0.79% 35
2024
Q2 		– Sell
-117,984
Closed -$2.4M – 204
2024
Q1 		$2.4M Sell
117,984
-3,195
-3% -$61.8K 0.77% 35
2023
Q4 		$2.25M Buy
121,179
+1,182
+1% +$20.4K 0.83% 32
2023
Q3 		$1.99M Buy
+119,997
New +$2.08M 0.83% 32
2023
Q2 		– Sell
-112,086
Closed -$1.79M – 150
2023
Q1 		$1.79M Buy
112,086
+11,349
+11% +$177K 0.81% 32
2022
Q4 		$1.5M Sell
100,737
-1,329
-1% -$20K 0.63% 43
2022
Q3 		$1.43M Buy
102,066
+930
+0.9% +$14.5K 0.67% 37
2022
Q2 		$1.49M Sell
101,136
-7,404
-7% -$119K 0.66% 36
2022
Q1 		$1.93M Sell
108,540
-10,404
-9% -$183K 0.8% 27
2021
Q4 		$2.24M Buy
118,944
+5,094
+4% +$93.7K 0.8% 27
2021
Q3 		$1.97M Buy
113,850
+9,468
+9% +$168K 0.84% 24
2021
Q2 		$1.81M Buy
104,382
+7,278
+7% +$123K 0.96% 21
2021
Q1 		$1.56M Buy
97,104
+8,910
+10% +$140K 0.74% 29
2020
Q4 		$1.34M Buy
88,194
+16,200
+23% +$231K 0.69% 31
2020
Q3 		$956K Sell
71,994
-4,296
-6% -$56.5K 0.54% 41
2020
Q2 		$934K Buy
76,290
+4,752
+7% +$54.8K 0.56% 41
2020
Q1 		$721K Buy
71,538
+22,434
+46% +$271K 0.51% 43
2019
Q4 		$629K Buy
+49,104
New +$603K 0.42% 49

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 $103B AUM 28.65% 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

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

BCS Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 3% in Q2 2026, buying an estimated $100K and bringing the position to 121,906 shares worth $3.53M. The position accounts for 0.64% of the portfolio, ranked #40.

BCS Wealth Management first reported a position in SCHB in Q4 2019 and has held it in 24 quarters since. The position peaked at $7.08M in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • BCS Wealth Management held 121,906 shares of Schwab US Broad Market ETF worth $3.53M as of Q2 2026.
  • BCS Wealth Management bought 3,587 Schwab US Broad Market ETF shares in Q2 2026, an estimated $100K.
  • Schwab US Broad Market ETF made up 0.64% of BCS Wealth Management's portfolio in Q2 2026, its #40 holding.
  • BCS Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Schwab US Broad Market ETF position peaked at $7.08M in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.