Broadview Financial Management
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Broadview Financial Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Broadview Financial Management’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
Q3 		$443K Sell
15,103
-259
-2% -$7.6K 0.28% 36
2026
Q2 		$445K Sell
15,362
-49
-0.3% -$1.37K 0.27% 35
2026
Q1 		$387K Buy
15,411
+43
+0.3% +$1.13K 0.26% 35
2025
Q4 		$403K Buy
15,368
+48
+0.3% +$1.25K 0.27% 35
2025
Q3 		$394K Buy
15,320
+44
+0.3% +$1.09K 0.27% 36
2025
Q2 		$364K Buy
15,276
+45
+0.3% +$991 0.25% 36
2025
Q1 		$328K Buy
15,231
+47
+0.3% +$1.07K 0.24% 35
2024
Q4 		$345K Buy
15,184
+52
+0.3% +$1.19K 0.25% 36
2024
Q3 		$336K Buy
15,132
+96
+0.6% +$2.05K 0.23% 36
2024
Q2 		$315K Hold
15,036
– – 0.23% 36
2024
Q1 		$306K Buy
15,036
+45
+0.3% +$871 0.22% 36
2023
Q4 		$278K Buy
14,991
+63
+0.4% +$1.09K 0.21% 36
2023
Q3 		$248K Buy
14,928
+57
+0.4% +$986 0.23% 35
2023
Q2 		$256K Buy
14,871
+54
+0.4% +$880 0.22% 38
2023
Q1 		$236K Buy
14,817
+57
+0.4% +$891 0.21% 40
2022
Q4 		$220K Buy
14,760
+66
+0.4% +$992 0.2% 42
2022
Q3 		$206K Buy
14,694
+63
+0.4% +$980 0.21% 38
2022
Q2 		$215K Buy
14,631
+57
+0.4% +$915 0.2% 38
2022
Q1 		$259K Buy
14,574
+42
+0.3% +$737 0.19% 43
2021
Q4 		$274K Buy
14,532
+54
+0.4% +$993 0.2% 44
2021
Q3 		$251K Buy
14,478
+42
+0.3% +$747 0.19% 42
2021
Q2 		$251K Buy
14,436
+48
+0.3% +$812 0.19% 42
2021
Q1 		$232K Buy
14,388
+42
+0.3% +$662 0.18% 43
2020
Q4 		$218K Buy
+14,346
New +$204K 0.17% 45

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Broadview Financial Management's SCHB Position: Q3 2026 in Review

Broadview Financial Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q3 2026, selling an estimated $7.6K and leaving 15,103 shares worth $443K. The position accounts for 0.28% of the portfolio, ranked #36.

Broadview Financial Management first reported a position in SCHB in Q4 2020 and has held it in 24 quarters since. The position peaked at $445K in Q2 2026. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Broadview Financial Management held 15,103 shares of Schwab US Broad Market ETF worth $443K as of Q3 2026.
  • Broadview Financial Management sold 259 Schwab US Broad Market ETF shares in Q3 2026, an estimated $7.6K.
  • Schwab US Broad Market ETF made up 0.28% of Broadview Financial Management's portfolio in Q3 2026, its #36 holding.
  • Broadview Financial Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 24 quarters since.
  • Broadview Financial Management's Schwab US Broad Market ETF position peaked at $445K in Q2 2026.
  • 1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Broadview Financial Management's 13F filing for Q3 2026, filed 9 Nov 2026.