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Blankinship & Foster’s Schwab US Broad Market ETF SCHB Stock Holding History

Blankinship & Foster’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 		$596K Sell
20,581
-99
-0.5% -$2.77K 0.12% 44
2026
Q1 		$519K Buy
20,680
+4
+0% +$105 0.11% 45
2025
Q4 		$542K Sell
20,676
-1,897
-8% -$49.4K 0.12% 45
2025
Q3 		$580K Buy
22,573
+4
+0% +$99 0.13% 42
2025
Q2 		$538K Buy
22,569
+4
+0% +$88 0.13% 42
2025
Q1 		$486K Sell
22,565
-1,720
-7% -$39.1K 0.12% 41
2024
Q4 		$551K Buy
24,285
+3
+0% +$69 0.14% 39
2024
Q3 		$538K Buy
24,282
+9
+0% +$192 0.13% 39
2024
Q2 		$509K Hold
24,273
– – 0.13% 40
2024
Q1 		$494K Sell
24,273
-744
-3% -$14.4K 0.13% 42
2023
Q4 		$464K Sell
25,017
-24
-0.1% -$415 0.13% 41
2023
Q3 		$416K Sell
25,041
-714
-3% -$12.4K 0.14% 39
2023
Q2 		$444K Sell
25,755
-1,386
-5% -$22.6K 0.14% 39
2023
Q1 		$433K Buy
27,141
+12
+0% +$188 0.19% 39
2022
Q4 		$405K Buy
27,129
+12
+0% +$180 0.18% 42
2022
Q3 		$380K Buy
27,117
+12
+0% +$187 0.18% 40
2022
Q2 		$399K Sell
27,105
-16,974
-39% -$272K 0.18% 38
2022
Q1 		$784K Buy
44,079
+12,183
+38% +$214K 0.32% 31
2021
Q4 		$601K Buy
31,896
+12
+0% +$221 0.23% 32
2021
Q3 		$552K Sell
31,884
-150
-0.5% -$2.67K 0.22% 31
2021
Q2 		$557K Sell
32,034
-11,466
-26% -$194K 0.22% 33
2021
Q1 		$701K Sell
43,500
-6,030
-12% -$95.1K 0.29% 30
2020
Q4 		$751K Buy
49,530
+60
+0.1% +$855 0.31% 28
2020
Q3 		$657K Sell
49,470
-756
-2% -$9.94K 0.31% 28
2020
Q2 		$615K Sell
50,226
-14,178
-22% -$163K 0.32% 25
2020
Q1 		$649K Sell
64,404
-56,388
-47% -$682K 0.43% 24
2019
Q4 		$1.55M Sell
120,792
-1,980
-2% -$24.3K 0.85% 13
2019
Q3 		$1.45M Sell
122,772
-5,034
-4% -$59.5K 0.86% 13
2019
Q2 		$1.5M Sell
127,806
-1,116
-0.9% -$12.9K 0.91% 12
2019
Q1 		$1.46M Sell
128,922
-12,270
-9% -$134K 0.9% 12
2018
Q4 		$1.41M Buy
+141,192
New +$1.53M 0.95% 15

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

Blankinship & Foster's SCHB Position: Q2 2026 in Review

Blankinship & Foster reduced its Schwab US Broad Market ETF (SCHB) stake by 0.48% in Q2 2026, selling an estimated $2.77K and leaving 20,581 shares worth $596K. The position accounts for 0.12% of the portfolio, ranked #44.

Blankinship & Foster first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.55M in Q4 2019. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Blankinship & Foster held 20,581 shares of Schwab US Broad Market ETF worth $596K as of Q2 2026.
  • Blankinship & Foster sold 99 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.77K.
  • Schwab US Broad Market ETF made up 0.12% of Blankinship & Foster's portfolio in Q2 2026, its #44 holding.
  • Blankinship & Foster first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Blankinship & Foster's Schwab US Broad Market ETF position peaked at $1.55M in Q4 2019.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Blankinship & Foster's 13F filing for Q2 2026, filed 31 Jul 2026.