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

Clarity Wealth 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 		$508K Sell
17,549
-1,007
-5% -$28.2K 0.09% 69
2026
Q1 		$466K Sell
18,556
-887
-5% -$23.3K 0.1% 68
2025
Q4 		$510K Sell
19,443
-2,325
-11% -$60.5K 0.1% 65
2025
Q3 		$560K Sell
21,768
-148
-0.7% -$3.66K 0.12% 59
2025
Q2 		$522K Sell
21,916
-1,286
-6% -$28.3K 0.13% 62
2025
Q1 		$500K Buy
23,202
+3
+0% +$68 0.14% 55
2024
Q4 		$527K Sell
23,199
-945
-4% -$21.6K 0.14% 58
2024
Q3 		$535K Sell
24,144
-873
-3% -$18.6K 0.16% 54
2024
Q2 		$524K Sell
25,017
-1,479
-6% -$30K 0.17% 52
2024
Q1 		$539K Sell
26,496
-1,809
-6% -$35K 0.18% 47
2023
Q4 		$525K Buy
28,305
+69
+0.2% +$1.19K 0.2% 47
2023
Q3 		$469K Sell
28,236
-2,649
-9% -$45.8K 0.21% 42
2023
Q2 		$532K Buy
+30,885
New +$503K 0.24% 41

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Clarity Wealth Advisors's SCHB Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 5.4% in Q2 2026, selling an estimated $28.2K and leaving 17,549 shares worth $508K. The position accounts for 0.09% of the portfolio, ranked #69.

Clarity Wealth Advisors first reported a position in SCHB in Q2 2023 and has held it in 13 quarters since. The position peaked at $560K in Q3 2025. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Clarity Wealth Advisors held 17,549 shares of Schwab US Broad Market ETF worth $508K as of Q2 2026.
  • Clarity Wealth Advisors sold 1,007 Schwab US Broad Market ETF shares in Q2 2026, an estimated $28.2K.
  • Schwab US Broad Market ETF made up 0.09% of Clarity Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Clarity Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 13 quarters since.
  • Clarity Wealth Advisors's Schwab US Broad Market ETF position peaked at $560K in Q3 2025.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.