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Bill Few Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Bill Few Associates’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 		$447K Hold
15,426
– – 0.1% 135
2026
Q1 		$387K Buy
15,426
+237
+2% +$6.22K 0.09% 141
2025
Q4 		$398K Sell
15,189
-498
-3% -$13K 0.1% 135
2025
Q3 		$403K Sell
15,687
-285
-2% -$7.05K 0.1% 130
2025
Q2 		$381K Hold
15,972
– – 0.11% 130
2025
Q1 		$344K Hold
15,972
– – 0.12% 125
2024
Q4 		$363K Hold
15,972
– – 0.13% 123
2024
Q3 		$354K Hold
15,972
– – 0.13% 125
2024
Q2 		$335K Hold
15,972
– – 0.13% 125
2024
Q1 		$325K Hold
15,972
– – 0.13% 119
2023
Q4 		$296K Hold
15,972
– – 0.14% 120
2023
Q3 		$265K Hold
15,972
– – 0.14% 111
2023
Q2 		$275K Hold
15,972
– – 0.14% 114
2023
Q1 		$255K Hold
15,972
– – 0.14% 110
2022
Q4 		$239K Buy
+15,972
New +$240K 0.14% 109

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

Bill Few Associates's SCHB Position: Q2 2026 in Review

Bill Few Associates held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 15,426 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #135.

Bill Few Associates first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bill Few Associates held 15,426 shares of Schwab US Broad Market ETF worth $447K as of Q2 2026.
  • Bill Few Associates left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.1% of Bill Few Associates's portfolio in Q2 2026, its #135 holding.
  • Bill Few Associates first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.