Biltmore Family Office’s Schwab US Broad Market ETF SCHB Stock Holding History

Biltmore Family Office’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	$217K	Hold	7,505	–	–	0.03%	247
2026 Q1	$188K	Sell	7,505 -16	-0.2%	-$420	0.03%	248
2025 Q4	$197K	Hold	7,521	–	–	0.03%	234
2025 Q3	$193K	Buy	7,521 +771	+11%	+$19.1K	0.03%	217
2025 Q2	$161K	Hold	6,750	–	–	0.03%	218
2025 Q1	$145K	Hold	6,750	–	–	0.02%	210
2024 Q4	$153K	Hold	6,750	–	–	0.03%	209
2024 Q3	$150K	Hold	6,750	–	–	0.03%	213
2024 Q2	$142K	Hold	6,750	–	–	0.03%	189
2024 Q1	$137K	Hold	6,750	–	–	0.03%	186
2023 Q4	$125K	Hold	6,750	–	–	0.03%	189
2023 Q3	$112K	Buy	+6,750	New	+$117K	0.03%	186
2023 Q2	–	Sell	-13,629	Closed	-$217K	–	258
2023 Q1	$217K	Buy	13,629 +6,879	+102%	+$108K	0.05%	211
2022 Q4	$101K	Buy	+6,750	New	+$101K	0.02%	216
2020 Q3	–	Sell	-6,750	Closed	-$83K	–	179
2020 Q2	$83K	Hold	6,750	–	–	0.05%	148
2020 Q1	$68K	Hold	6,750	–	–	0.04%	142
2019 Q4	$86K	Sell	6,750 -2,250	-25%	-$27.6K	0.03%	171
2019 Q3	$107K	Hold	9,000	–	–	0.05%	150
2019 Q2	$106K	Buy	+9,000	New	+$104K	0.06%	138

Other funds holding SCHB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Biltmore Family Office's SCHB Position: Q2 2026 in Review

Biltmore Family Office held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 7,505 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #247.

Biltmore Family Office first reported a position in SCHB in Q2 2019 and has held it in 19 quarters since. The position peaked at $217K in Q1 2023. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Biltmore Family Office held 7,505 shares of Schwab US Broad Market ETF worth $217K as of Q2 2026.
Biltmore Family Office left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.03% of Biltmore Family Office's portfolio in Q2 2026, its #247 holding.
Biltmore Family Office first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 19 quarters since.
Biltmore Family Office's Schwab US Broad Market ETF position peaked at $217K in Q1 2023.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.