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

Continuum 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	$1.16M	Buy	40,151 +6,994	+21%	+$196K	0.39%	24
2026 Q1	$832K	Sell	33,157 -125	-0.4%	-$3.28K	0.35%	28
2025 Q4	$873K	Buy	33,282 +3,810	+13%	+$99.2K	0.34%	32
2025 Q3	$758K	Buy	29,472 +3,881	+15%	+$96.1K	0.32%	29
2025 Q2	$610K	Sell	25,591 -7,770	-23%	-$171K	0.29%	27
2025 Q1	$718K	Buy	33,361 +1,488	+5%	+$33.8K	0.37%	26
2024 Q4	$724K	Buy	31,873 +1,630	+5%	+$37.2K	0.37%	25
2024 Q3	$671K	Buy	+30,243	New	+$646K	0.36%	28

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 $103B AUM 28.65% 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 Wealth Advisors's SCHB Position: Q2 2026 in Review

Continuum Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 21% in Q2 2026, buying an estimated $196K and bringing the position to 40,151 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #24.

Continuum Wealth Advisors first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Continuum Wealth Advisors held 40,151 shares of Schwab US Broad Market ETF worth $1.16M as of Q2 2026.
Continuum Wealth Advisors bought 6,994 Schwab US Broad Market ETF shares in Q2 2026, an estimated $196K.
Schwab US Broad Market ETF made up 0.39% of Continuum Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Continuum Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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