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Boyce & Associates Wealth Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History

Boyce & Associates Wealth Consulting’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 		$260K Sell
8,967
-1,212
-12% -$33.9K 0.18% 69
2026
Q1 		$256K Sell
10,179
-979
-9% -$25.7K 0.19% 69
2025
Q4 		$293K Buy
11,158
+6
+0.1% +$156 0.25% 58
2025
Q3 		$287K Buy
11,152
+5
+0% +$124 0.23% 58
2025
Q2 		$266K Sell
11,147
-1,261
-10% -$27.8K 0.24% 60
2025
Q1 		$267K Buy
12,408
+119
+1% +$2.71K 0.27% 55
2024
Q4 		$279K Sell
12,289
-578
-4% -$13.2K 0.28% 56
2024
Q3 		$285K Buy
12,867
+6
+0% +$128 0.3% 53
2024
Q2 		$270K Sell
12,861
-1,152
-8% -$23.3K 0.32% 55
2024
Q1 		$285K Sell
14,013
-318
-2% -$6.15K 0.37% 48
2023
Q4 		$266K Buy
14,331
+6
+0% +$104 0.39% 45
2023
Q3 		$238K Buy
14,325
+3
+0% +$52 0.4% 42
2023
Q2 		$247K Sell
14,322
-837
-6% -$13.6K 0.41% 40
2023
Q1 		$241K Buy
15,159
+3
+0% +$47 0.43% 41
2022
Q4 		$226K Sell
15,156
-426
-3% -$6.4K 0.43% 38
2022
Q3 		$218K Buy
15,582
+3
+0% +$47 0.45% 38
2022
Q2 		$229K Sell
15,579
-360
-2% -$5.78K 0.42% 40
2022
Q1 		$284K Buy
+15,939
New +$280K 0.42% 43

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 $103B AUM 28.65% 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

Boyce & Associates Wealth Consulting's SCHB Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting reduced its Schwab US Broad Market ETF (SCHB) stake by 12% in Q2 2026, selling an estimated $33.9K and leaving 8,967 shares worth $260K. The position accounts for 0.18% of the portfolio, ranked #69.

Boyce & Associates Wealth Consulting first reported a position in SCHB in Q1 2022 and has held it in 18 quarters since. The position peaked at $293K in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 8,967 shares of Schwab US Broad Market ETF worth $260K as of Q2 2026.
  • Boyce & Associates Wealth Consulting sold 1,212 Schwab US Broad Market ETF shares in Q2 2026, an estimated $33.9K.
  • Schwab US Broad Market ETF made up 0.18% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #69 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Boyce & Associates Wealth Consulting's Schwab US Broad Market ETF position peaked at $293K in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.