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Bouchey Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Bouchey Financial Group’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 		$64.4M Sell
2,451,793
-101,131
-4% -$2.65M 4.72% 9
2025
Q4 		$67M Sell
2,552,924
-5,765,462
-69% -$150M 5.02% 9
2025
Q3 		$214M Buy
8,318,386
+42,459
+0.5% +$1.05M 16.48% 2
2025
Q2 		$197M Buy
8,275,927
+37,462
+0.5% +$825K 16.4% 2
2025
Q1 		$177M Buy
8,238,465
+72,697
+0.9% +$1.65M 16% 2
2024
Q4 		$185M Buy
8,165,768
+350,372
+4% +$8M 16.2% 2
2024
Q3 		$173M Buy
7,815,396
+169,221
+2% +$3.61M 15.49% 2
2024
Q2 		$160M Buy
7,646,175
+324,150
+4% +$6.57M 15.23% 2
2024
Q1 		$149M Buy
7,322,025
+142,203
+2% +$2.75M 14.66% 2
2023
Q4 		$133M Buy
7,179,822
+713,715
+11% +$12.3M 14.27% 2
2023
Q3 		$107M Buy
6,466,107
+263,370
+4% +$4.56M 13.17% 2
2023
Q2 		$107M Buy
6,202,737
+136,347
+2% +$2.22M 12.93% 2
2023
Q1 		$96.8M Buy
6,066,390
+16,413
+0.3% +$257K 12.78% 2
2022
Q4 		$90.4M Sell
6,049,977
-108,672
-2% -$1.63M 13.02% 2
2022
Q3 		$86.2M Buy
6,158,649
+20,646
+0.3% +$321K 12.61% 2
2022
Q2 		$90.4M Buy
6,138,003
+134,754
+2% +$2.16M 14.5% 2
2022
Q1 		$107M Buy
6,003,249
+381,501
+7% +$6.7M 14.33% 2
2021
Q4 		$106M Sell
5,621,748
-22,128
-0.4% -$407K 14.22% 2
2021
Q3 		$97.7M Buy
5,643,876
+99,426
+2% +$1.77M 13.57% 2
2021
Q2 		$96.4M Buy
5,544,450
+131,136
+2% +$2.22M 15.33% 2
2021
Q1 		$87.3M Buy
5,413,314
+78,288
+1% +$1.23M 14.08% 2
2020
Q4 		$80.9M Buy
5,335,026
+13,896
+0.3% +$198K 13.88% 2
2020
Q3 		$70.6M Buy
5,321,130
+29,784
+0.6% +$392K 13.68% 2
2020
Q2 		$64.8M Buy
5,291,346
+230,412
+5% +$2.66M 13.65% 2
2020
Q1 		$51M Buy
5,060,934
+14,514
+0.3% +$176K 13.53% 2
2019
Q4 		$64.7M Sell
5,046,420
-434,496
-8% -$5.33M 14.77% 2
2019
Q3 		$64.9M Buy
5,480,916
+94,854
+2% +$1.12M 15.5% 2
2019
Q2 		$63.3M Buy
5,386,062
+145,110
+3% +$1.68M 15.46% 2
2019
Q1 		$59.4M Buy
5,240,952
+18,066
+0.3% +$197K 14.86% 2
2018
Q4 		$52.2M Buy
5,222,886
+1,019,862
+24% +$11M 14.83% 2
2018
Q3 		$49.3M Buy
4,203,024
+76,704
+2% +$884K 12.1% 2
2018
Q2 		$45.4M Buy
4,126,320
+212,358
+5% +$2.32M 12.29% 2
2018
Q1 		$41.6M Buy
3,913,962
+1,951,626
+99% +$21.4M 11.93% 2
2017
Q4 		$21.1M Buy
1,962,336
+195,690
+11% +$2.05M 6.1% 4
2017
Q3 		$17.9M Buy
1,766,646
+96,390
+6% +$957K 5.61% 5
2017
Q2 		$16.3M Buy
1,670,256
+145,386
+10% +$1.4M 5.22% 5
2017
Q1 		$14.5M Buy
1,524,870
+168,252
+12% +$1.58M 5.04% 5
2016
Q4 		$12.3M Buy
1,356,618
+96,336
+8% +$849K 5.09% 5
2016
Q3 		$11M Buy
1,260,282
+172,668
+16% +$1.5M 4.29% 7
2016
Q2 		$9.12M Buy
1,087,614
+246,306
+29% +$2.04M 3.68% 10
2016
Q1 		$6.91M Buy
841,308
+32,022
+4% +$249K 2.92% 15
2015
Q4 		$6.62M Sell
809,286
-8,664
-1% -$71.5K 2.86% 14
2015
Q3 		$6.32M Buy
817,950
+173,136
+27% +$1.42M 3.04% 14
2015
Q2 		$5.4M Buy
644,814
+118,230
+22% +$1.01M 2.3% 19
2015
Q1 		$4.43M Buy
526,584
+90,600
+21% +$758K 1.99% 21
2014
Q4 		$3.62M Buy
435,984
+9,990
+2% +$80.9K 1.7% 24
2014
Q3 		$3.38M Buy
425,994
+36,780
+9% +$294K 1.71% 25
2014
Q2 		$3.1M Buy
389,214
+20,280
+5% +$156K 1.66% 25
2014
Q1 		$2.81M Buy
368,934
+45,930
+14% +$344K 1.71% 24
2013
Q4 		$2.43M Buy
+323,004
New +$2.32M 1.71% 23

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

Bouchey Financial Group's SCHB Position: Q1 2026 in Review

Bouchey Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 4% in Q1 2026, selling an estimated $2.65M and leaving 2,451,793 shares worth $64.4M. The position accounts for 4.72% of the portfolio, ranked #9.

Bouchey Financial Group first reported a position in SCHB in Q4 2013 and has held it in 50 quarters since. The position peaked at $214M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Bouchey Financial Group held 2,451,793 shares of Schwab US Broad Market ETF worth $64.4M as of Q1 2026.
  • Bouchey Financial Group sold 101,131 Schwab US Broad Market ETF shares in Q1 2026, an estimated $2.65M.
  • Schwab US Broad Market ETF made up 4.72% of Bouchey Financial Group's portfolio in Q1 2026, its #9 holding.
  • Bouchey Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2013 and has held it in 50 quarters since.
  • Bouchey Financial Group's Schwab US Broad Market ETF position peaked at $214M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.