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

Continuum 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	$127K	Buy	+4,386	New	+$123K	0.01%	580
2025 Q2	–	Sell	-8,412	Closed	-$181K	–	1351
2025 Q1	$181K	Sell	8,412 -51,204	-86%	-$1.16M	0.02%	410
2024 Q4	$1.35M	Sell	59,616 -117,615	-66%	-$2.69M	0.17%	119
2024 Q3	$1.36M	Buy	177,231 +118,407	+201%	+$2.53M	0.17%	125
2024 Q2	$1.23M	Buy	58,824 +1,788	+3%	+$36.2K	0.18%	127
2024 Q1	$1.15M	Buy	57,036 +30,591	+116%	+$592K	0.17%	133
2023 Q4	$491K	Buy	+26,445	New	+$457K	0.07%	286

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

Continuum Advisory's SCHB Position: Q2 2026 in Review

Continuum Advisory opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 4,386 shares worth $127K. The stake represents 0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SCHB as recently as Q1 2025.

Continuum Advisory first reported a position in SCHB in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.36M in Q3 2024. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Continuum Advisory held 4,386 shares of Schwab US Broad Market ETF worth $127K as of Q2 2026.
Schwab US Broad Market ETF was a new Continuum Advisory position in Q2 2026.
Schwab US Broad Market ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #580 holding.
Continuum Advisory first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 7 quarters since.
Continuum Advisory's Schwab US Broad Market ETF position peaked at $1.36M in Q3 2024.
1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.