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Bedel Financial Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History

Bedel Financial Consulting’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 		$1.04M Buy
35,914
+45
+0.1% +$1.26K 0.1% 111
2026
Q1 		$900K Buy
35,869
+42
+0.1% +$1.1K 0.1% 114
2025
Q4 		$940K Buy
35,827
+46
+0.1% +$1.2K 0.1% 107
2025
Q3 		$920K Buy
35,781
+43
+0.1% +$1.06K 0.12% 104
2025
Q2 		$852K Buy
35,738
+44
+0.1% +$969 0.12% 103
2025
Q1 		$769K Buy
35,694
+45
+0.1% +$1.02K 0.11% 106
2024
Q4 		$837K Buy
35,649
+27
+0.1% +$617 0.12% 100
2024
Q3 		$790K Buy
35,622
+93
+0.3% +$1.99K 0.11% 100
2024
Q2 		$745K Hold
35,529
– – 0.11% 98
2024
Q1 		$723K Buy
35,529
+42
+0.1% +$813 0.11% 95
2023
Q4 		$658K Buy
35,487
+63
+0.2% +$1.09K 0.12% 104
2023
Q3 		$589K Buy
35,424
+54
+0.2% +$935 0.12% 104
2023
Q2 		$610K Buy
35,370
+7,893
+29% +$129K 0.13% 100
2023
Q1 		$438K Sell
27,477
-7,809
-22% -$122K 0.11% 124
2022
Q4 		$527K Buy
35,286
+63
+0.2% +$947 0.13% 102
2022
Q3 		$524K Sell
35,223
-855
-2% -$13.3K 0.14% 101
2022
Q2 		$531K Buy
36,078
+57
+0.2% +$915 0.16% 90
2022
Q1 		$641K Sell
36,021
-555
-2% -$9.74K 0.2% 68
2021
Q4 		$689K Buy
36,576
+648
+2% +$11.9K 0.21% 66
2021
Q3 		$622K Buy
35,928
+390
+1% +$6.94K 0.21% 70
2021
Q2 		$618K Buy
35,538
+648
+2% +$11K 0.22% 69
2021
Q1 		$562K Buy
34,890
+2,946
+9% +$46.4K 0.22% 73
2020
Q4 		$484K Sell
31,944
-720
-2% -$10.3K 0.21% 70
2020
Q3 		$434K Buy
32,664
+414
+1% +$5.44K 0.22% 67
2020
Q2 		$395K Sell
32,250
-1,476
-4% -$17K 0.21% 70
2020
Q1 		$340K Sell
33,726
-1,776
-5% -$21.5K 0.22% 76
2019
Q4 		$455K Buy
35,502
+1,386
+4% +$17K 0.26% 69
2019
Q3 		$404K Sell
34,116
-3,672
-10% -$43.4K 0.24% 78
2019
Q2 		$444K Hold
37,788
– – 0.27% 74
2019
Q1 		$429K Buy
37,788
+30
+0.1% +$328 0.27% 72
2018
Q4 		$377K Sell
37,758
-372
-1% -$4.02K 0.27% 74
2018
Q3 		$429K Buy
38,130
+13,842
+57% +$160K 0.29% 76
2018
Q2 		$267K Hold
24,288
– – 0.2% 114
2018
Q1 		$258K Sell
24,288
-3,366
-12% -$37K 0.2% 115
2017
Q4 		$297K Buy
+27,654
New +$290K 0.27% 90

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

Bedel Financial Consulting's SCHB Position: Q2 2026 in Review

Bedel Financial Consulting increased its Schwab US Broad Market ETF (SCHB) stake by 0.13% in Q2 2026, buying an estimated $1.26K and bringing the position to 35,914 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #111.

Bedel Financial Consulting first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bedel Financial Consulting held 35,914 shares of Schwab US Broad Market ETF worth $1.04M as of Q2 2026.
  • Bedel Financial Consulting bought 45 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.26K.
  • Schwab US Broad Market ETF made up 0.1% of Bedel Financial Consulting's portfolio in Q2 2026, its #111 holding.
  • Bedel Financial Consulting first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.