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BLB&B Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

BLB&B Advisors’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 		$1.11M Sell
38,391
-3,230
-8% -$90.4K 0.04% 121
2026
Q1 		$1.04M Buy
41,621
+860
+2% +$22.6K 0.04% 122
2025
Q4 		$1.07M Sell
40,761
-133
-0.3% -$3.46K 0.04% 126
2025
Q3 		$1.05M Buy
40,894
+3,986
+11% +$98.7K 0.05% 122
2025
Q2 		$880K Sell
36,908
-1,669
-4% -$36.8K 0.04% 134
2025
Q1 		$831K Sell
38,577
-3,588
-9% -$81.6K 0.04% 139
2024
Q4 		$957K Sell
42,165
-5,379
-11% -$123K 0.05% 132
2024
Q3 		$1.05M Sell
47,544
-7,956
-14% -$170K 0.05% 124
2024
Q2 		$1.16M Sell
55,500
-7,620
-12% -$154K 0.06% 118
2024
Q1 		$1.28M Buy
+63,120
New +$1.22M 0.07% 113

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

BLB&B Advisors's SCHB Position: Q2 2026 in Review

BLB&B Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 7.8% in Q2 2026, selling an estimated $90.4K and leaving 38,391 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #121.

BLB&B Advisors first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.28M in Q1 2024. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • BLB&B Advisors held 38,391 shares of Schwab US Broad Market ETF worth $1.11M as of Q2 2026.
  • BLB&B Advisors sold 3,230 Schwab US Broad Market ETF shares in Q2 2026, an estimated $90.4K.
  • Schwab US Broad Market ETF made up 0.04% of BLB&B Advisors's portfolio in Q2 2026, its #121 holding.
  • BLB&B Advisors first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • BLB&B Advisors's Schwab US Broad Market ETF position peaked at $1.28M in Q1 2024.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.