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Bond & Devick Financial Network’s Schwab US Broad Market ETF SCHB Stock Holding History

Bond & Devick Financial Network’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 		$17.9M Buy
616,432
+8,166
+1% +$229K 4.4% 5
2026
Q1 		$15.3M Buy
608,266
+22,213
+4% +$583K 4.26% 5
2025
Q4 		$15.4M Buy
586,053
+10,116
+2% +$263K 4.33% 5
2025
Q3 		$14.8M Buy
575,937
+32,129
+6% +$795K 4.45% 5
2025
Q2 		$13M Buy
543,808
+17,204
+3% +$379K 4.31% 6
2025
Q1 		$11.3M Buy
526,604
+340,441
+183% +$7.74M 4.11% 6
2024
Q4 		$12.4M Sell
186,163
-372,326
-67% -$8.5M 5.29% 5
2024
Q3 		$12.4M Buy
558,489
+154,008
+38% +$3.29M 5.29% 5
2024
Q2 		$8.48M Buy
404,481
+3,285
+0.8% +$66.6K 4.54% 5
2024
Q1 		$8.16M Buy
401,196
+351
+0.1% +$6.79K 4.43% 6
2023
Q4 		$7.44M Buy
400,845
+4,773
+1% +$82.4K 4.23% 8
2023
Q3 		$6.58M Buy
396,072
+1,482
+0.4% +$25.6K 4.23% 6
2023
Q2 		$6.8M Buy
394,590
+1,527
+0.4% +$24.9K 4.22% 8
2023
Q1 		$6.27M Buy
393,063
+408
+0.1% +$6.38K 4% 8
2022
Q4 		$5.86M Buy
392,655
+11,259
+3% +$169K 4.18% 7
2022
Q3 		$5.34M Buy
381,396
+11,991
+3% +$187K 4.41% 6
2022
Q2 		$5.44M Buy
369,405
+10,068
+3% +$162K 4.76% 5
2022
Q1 		$6.39M Buy
359,337
+7,881
+2% +$138K 5.11% 4
2021
Q4 		$6.62M Sell
351,456
-160,764
-31% -$2.96M 4.96% 4
2021
Q3 		$8.87M Sell
512,220
-9,228
-2% -$164K 7.37% 2
2021
Q2 		$9.06M Buy
521,448
+25,332
+5% +$429K 7.47% 1
2021
Q1 		$8M Buy
496,116
+2,058
+0.4% +$32.4K 7.4% 1
2020
Q4 		$7.49M Buy
+494,058
New +$7.04M 8.55% 2

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

Bond & Devick Financial Network's SCHB Position: Q2 2026 in Review

Bond & Devick Financial Network increased its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q2 2026, buying an estimated $229K and bringing the position to 616,432 shares worth $17.9M. The position accounts for 4.4% of the portfolio, ranked #5.

Bond & Devick Financial Network first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bond & Devick Financial Network held 616,432 shares of Schwab US Broad Market ETF worth $17.9M as of Q2 2026.
  • Bond & Devick Financial Network bought 8,166 Schwab US Broad Market ETF shares in Q2 2026, an estimated $229K.
  • Schwab US Broad Market ETF made up 4.4% of Bond & Devick Financial Network's portfolio in Q2 2026, its #5 holding.
  • Bond & Devick Financial Network first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.