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Claris Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Claris Advisors’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 		$345K Buy
11,916
+31
+0.3% +$868 0.09% 55
2026
Q1 		$298K Buy
11,885
+33
+0.3% +$866 0.09% 55
2025
Q4 		$311K Buy
11,852
+72
+0.6% +$1.87K 0.09% 55
2025
Q3 		$281K Hold
11,780
– – 0.1% 62
2025
Q2 		$281K Buy
11,780
+34
+0.3% +$749 0.1% 62
2025
Q1 		$253K Buy
11,746
+36
+0.3% +$819 0.09% 65
2024
Q4 		$266K Buy
11,710
+40
+0.3% +$914 0.1% 60
2024
Q3 		$259K Buy
11,670
+75
+0.6% +$1.6K 0.11% 51
2024
Q2 		$243K Hold
11,595
– – 0.13% 47
2024
Q1 		$236K Buy
11,595
+36
+0.3% +$697 0.12% 50
2023
Q4 		$215K Buy
+11,559
New +$200K 0.12% 51

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

Claris Advisors's SCHB Position: Q2 2026 in Review

Claris Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.26% in Q2 2026, buying an estimated $868 and bringing the position to 11,916 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #55.

Claris Advisors first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Claris Advisors held 11,916 shares of Schwab US Broad Market ETF worth $345K as of Q2 2026.
  • Claris Advisors bought 31 Schwab US Broad Market ETF shares in Q2 2026, an estimated $868.
  • Schwab US Broad Market ETF made up 0.09% of Claris Advisors's portfolio in Q2 2026, its #55 holding.
  • Claris Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.