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Carson Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Carson Advisory’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 		$203K Buy
+7,000
New +$196K 0.09% 198
2024
Q2 		– Sell
-10,344
Closed -$211K – 179
2024
Q1 		$211K Sell
10,344
-558
-5% -$10.8K 0.15% 158
2023
Q4 		$202K Buy
+10,902
New +$188K 0.16% 149
2022
Q1 		– Sell
-10,800
Closed -$203K – 142
2021
Q4 		$203K Buy
+10,800
New +$199K 0.21% 127

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

Carson Advisory's SCHB Position: Q2 2026 in Review

Carson Advisory opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,000 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #198 among its holdings. This is a return to the name: Carson Advisory previously reported a position in SCHB as recently as Q1 2024.

Carson Advisory first reported a position in SCHB in Q4 2021 and has held it in 4 quarters since. The position peaked at $211K in Q1 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Carson Advisory held 7,000 shares of Schwab US Broad Market ETF worth $203K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Carson Advisory position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.09% of Carson Advisory's portfolio in Q2 2026, its #198 holding.
  • Carson Advisory first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 4 quarters since.
  • Carson Advisory's Schwab US Broad Market ETF position peaked at $211K in Q1 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.