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BFSG LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

BFSG LLC’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 		$61.2K Buy
2,113
+5
+0.2% +$140 0.01% 417
2026
Q1 		$52.9K Buy
2,108
+5
+0.2% +$131 0.01% 418
2025
Q4 		$55.2K Sell
2,103
-172
-8% -$4.48K 0.01% 399
2025
Q3 		$58.5K Sell
2,275
-1,391
-38% -$34.4K 0.01% 395
2025
Q2 		$87.4K Buy
3,666
+10
+0.3% +$220 0.01% 338
2025
Q1 		$78.7K Sell
3,656
-1,990
-35% -$45.3K 0.01% 333
2024
Q4 		$128K Buy
5,646
+3,396
+151% +$77.6K 0.02% 285
2024
Q3 		$49.9K Buy
2,250
+12
+0.5% +$256 0.01% 379
2024
Q2 		$46.9K Hold
2,238
– – 0.01% 367
2024
Q1 		$45.6K Buy
2,238
+12
+0.5% +$232 0.01% 382
2023
Q4 		$41.3K Buy
+2,226
New +$38.4K 0.01% 367
2020
Q1 		– Sell
-86,406
Closed -$1.11M – 186
2019
Q4 		$1.11M Buy
+86,406
New +$1.06M 0.21% 107

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

BFSG LLC's SCHB Position: Q2 2026 in Review

BFSG LLC increased its Schwab US Broad Market ETF (SCHB) stake by 0.24% in Q2 2026, buying an estimated $140 and bringing the position to 2,113 shares worth $61.2K. The position accounts for 0.01% of the portfolio, ranked #417.

BFSG LLC first reported a position in SCHB in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.11M in Q4 2019. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • BFSG LLC held 2,113 shares of Schwab US Broad Market ETF worth $61.2K as of Q2 2026.
  • BFSG LLC bought 5 Schwab US Broad Market ETF shares in Q2 2026, an estimated $140.
  • Schwab US Broad Market ETF made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #417 holding.
  • BFSG LLC first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 12 quarters since.
  • BFSG LLC's Schwab US Broad Market ETF position peaked at $1.11M in Q4 2019.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.