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 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

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Broadview Financial Management's SCHB Position: Q2 2026 in Review

Broadview Financial Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.32% in Q2 2026, selling an estimated $1.37K and leaving 15,362 shares worth $445K. The position accounts for 0.27% of the portfolio, ranked #35.

Broadview Financial Management first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Broadview Financial Management held 15,362 shares of Schwab US Broad Market ETF worth $445K as of Q2 2026.
Broadview Financial Management sold 49 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.37K.
Schwab US Broad Market ETF made up 0.27% of Broadview Financial Management's portfolio in Q2 2026, its #35 holding.
Broadview Financial Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.