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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
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Blueprint Financial Advisors's SCHB Position: Q1 2026 in Review

Blueprint Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 15% in Q1 2026, selling an estimated $726K and leaving 157,286 shares worth $3.95M. The position accounts for 0.58% of the portfolio, ranked #32.

Blueprint Financial Advisors first reported a position in SCHB in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.89M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Blueprint Financial Advisors held 157,286 shares of Schwab US Broad Market ETF worth $3.95M as of Q1 2026.
  • Blueprint Financial Advisors sold 27,684 Schwab US Broad Market ETF shares in Q1 2026, an estimated $726K.
  • Schwab US Broad Market ETF made up 0.58% of Blueprint Financial Advisors's portfolio in Q1 2026, its #32 holding.
  • Blueprint Financial Advisors first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Blueprint Financial Advisors's Schwab US Broad Market ETF position peaked at $4.89M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.