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Brio Consultants’s Schwab US Broad Market ETF SCHB Stock Holding History

Brio Consultants’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 		$6.51M Buy
224,925
+365
+0.2% +$10.2K 0.76% 31
2026
Q1 		$6.27M Buy
224,560
+53,804
+32% +$1.41M 0.77% 32
2025
Q4 		$4.48M Buy
170,756
+21,575
+14% +$562K 0.58% 37
2025
Q3 		$3.84M Buy
149,181
+961
+0.6% +$23.8K 0.53% 39
2025
Q2 		$3.53M Buy
148,220
+69,320
+88% +$1.53M 0.52% 38
2025
Q1 		$1.7M Buy
78,900
+31,658
+67% +$720K 0.27% 51
2024
Q4 		$1.07M Buy
47,242
+12,031
+34% +$275K 0.17% 61
2024
Q3 		$781K Buy
35,211
+19,632
+126% +$419K 0.12% 66
2024
Q2 		$326K Sell
15,579
-1,134
-7% -$23K 0.05% 83
2024
Q1 		$340K Buy
16,713
+186
+1% +$3.6K 0.06% 81
2023
Q4 		$307K Buy
16,527
+2,895
+21% +$50K 0.05% 82
2023
Q3 		$227K Buy
+13,632
New +$236K 0.04% 86

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

Brio Consultants's SCHB Position: Q2 2026 in Review

Brio Consultants increased its Schwab US Broad Market ETF (SCHB) stake by 0.16% in Q2 2026, buying an estimated $10.2K and bringing the position to 224,925 shares worth $6.51M. The position accounts for 0.76% of the portfolio, ranked #31.

Brio Consultants first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Brio Consultants held 224,925 shares of Schwab US Broad Market ETF worth $6.51M as of Q2 2026.
  • Brio Consultants bought 365 Schwab US Broad Market ETF shares in Q2 2026, an estimated $10.2K.
  • Schwab US Broad Market ETF made up 0.76% of Brio Consultants's portfolio in Q2 2026, its #31 holding.
  • Brio Consultants first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.