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Blueline Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Blueline 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
Q3 		$1.01K Hold
35
– – ﹤0.01% 240
2026
Q2 		$1K Hold
35
– – ﹤0.01% 246
2026
Q1 		$868 Hold
35
– – ﹤0.01% 196
2025
Q4 		$907 Buy
+35
New +$911 ﹤0.01% 189

Other funds holding SCHB

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Blueline Advisors's SCHB Position: Q3 2026 in Review

Blueline Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 35 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Blueline Advisors first reported a position in SCHB in Q4 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Blueline Advisors held 35 shares of Schwab US Broad Market ETF worth $1.01K as of Q3 2026.
  • Blueline Advisors left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Blueline Advisors's portfolio in Q3 2026, its #240 holding.
  • Blueline Advisors first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Blueline Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.