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

Boulder Wealth 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 		$47.5M Buy
1,641,481
+23,926
+1% +$670K 17.33% 1
2026
Q1 		$40.6M Buy
1,617,555
+31,222
+2% +$819K 16.18% 1
2025
Q4 		$41.6M Buy
1,586,333
+13,592
+0.9% +$354K 17.59% 2
2025
Q3 		$40.4M Buy
+1,572,741
New +$38.9M 18.8% 2
2025
Q1 		$33.6M Buy
1,560,616
+35,343
+2% +$804K 19.56% 1
2024
Q4 		$34.6M Buy
1,525,273
+18,310
+1% +$418K 17.84% 1
2024
Q3 		$33.4M Buy
1,506,963
+17,637
+1% +$377K 18.16% 1
2024
Q2 		$31.2M Buy
1,489,326
+36,972
+3% +$749K 18.21% 1
2024
Q1 		$29.6M Buy
+1,452,354
New +$28.1M 18.3% 1
2022
Q4 		$13.7M Buy
+918,990
New +$13.8M 12.28% 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

Boulder Wealth Advisors's SCHB Position: Q2 2026 in Review

Boulder Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 1.5% in Q2 2026, buying an estimated $670K and bringing the position to 1,641,481 shares worth $47.5M. The position accounts for 17.33% of the portfolio, ranked #1.

Boulder Wealth Advisors first reported a position in SCHB in Q4 2022 and has held it in 10 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Boulder Wealth Advisors held 1,641,481 shares of Schwab US Broad Market ETF worth $47.5M as of Q2 2026.
  • Boulder Wealth Advisors bought 23,926 Schwab US Broad Market ETF shares in Q2 2026, an estimated $670K.
  • Schwab US Broad Market ETF made up 17.33% of Boulder Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Boulder Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 10 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.