CFO4Life Group’s Schwab US Broad Market ETF SCHB Stock Holding History

CFO4Life Group’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	$1.65M	Buy	+56,853	New	+$1.59M	0.22%	62
2020 Q1	–	Sell	-279,180	Closed	-$3.58M	–	135
2019 Q4	$3.58M	Sell	279,180 -390	-0.1%	-$4.79K	1.51%	17
2019 Q3	$3.31M	Buy	279,570 +4,896	+2%	+$57.9K	1.48%	17
2019 Q2	$3.23M	Buy	274,674 +1,098	+0.4%	+$12.7K	1.48%	18
2019 Q1	$3.1M	Buy	273,576 +444	+0.2%	+$4.85K	1.45%	18
2018 Q4	$2.73M	Buy	273,132 +114,132	+72%	+$1.23M	1.2%	21
2018 Q3	$1.86M	Buy	+159,000	New	+$1.83M	0.83%	31

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

CFO4Life Group's SCHB Position: Q2 2026 in Review

CFO4Life Group opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 56,853 shares worth $1.65M. The stake represents 0.22% of the portfolio and ranks #62 among its holdings. This is a return to the name: CFO4Life Group previously reported a position in SCHB as recently as Q4 2019.

CFO4Life Group first reported a position in SCHB in Q3 2018 and has held it in 7 quarters since. The position peaked at $3.58M in Q4 2019. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

CFO4Life Group held 56,853 shares of Schwab US Broad Market ETF worth $1.65M as of Q2 2026.
Schwab US Broad Market ETF was a new CFO4Life Group position in Q2 2026.
Schwab US Broad Market ETF made up 0.22% of CFO4Life Group's portfolio in Q2 2026, its #62 holding.
CFO4Life Group first reported a position in Schwab US Broad Market ETF in Q3 2018 and has held it in 7 quarters since.
CFO4Life Group's Schwab US Broad Market ETF position peaked at $3.58M in Q4 2019.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.