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

Blueprint Financial 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	$4.61M	Buy	159,271 +1,985	+1%	+$55.6K	0.51%	42
2026 Q1	$3.95M	Sell	157,286 -27,684	-15%	-$726K	0.58%	32
2025 Q4	$4.85M	Sell	184,970 -5,280	-3%	-$137K	0.74%	28
2025 Q3	$4.89M	Sell	190,250 -12,893	-6%	-$319K	1.06%	28
2025 Q2	$4.84M	Sell	203,143 -5,041	-2%	-$111K	1.55%	17
2025 Q1	$4.48M	Buy	+208,184	New	+$4.74M	2.43%	13

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

Blueprint Financial Advisors's SCHB Position: Q2 2026 in Review

Blueprint Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q2 2026, buying an estimated $55.6K and bringing the position to 159,271 shares worth $4.61M. The position accounts for 0.51% of the portfolio, ranked #42.

Blueprint Financial Advisors first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.89M in Q3 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Blueprint Financial Advisors held 159,271 shares of Schwab US Broad Market ETF worth $4.61M as of Q2 2026.
Blueprint Financial Advisors bought 1,985 Schwab US Broad Market ETF shares in Q2 2026, an estimated $55.6K.
Schwab US Broad Market ETF made up 0.51% of Blueprint Financial Advisors's portfolio in Q2 2026, its #42 holding.
Blueprint Financial Advisors first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
Blueprint Financial Advisors's Schwab US Broad Market ETF position peaked at $4.89M in Q3 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.