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

CWS Financial 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	$248K	Hold	8,580	–	–	0.06%	153
2026 Q1	$215K	Hold	8,580	–	–	0.06%	147
2025 Q4	$225K	Hold	8,580	–	–	0.06%	141
2025 Q3	$221K	Hold	8,580	–	–	0.06%	132
2025 Q2	$204K	Buy	+8,580	New	+$189K	0.06%	133

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

CWS Financial Advisors's SCHB Position: Q2 2026 in Review

CWS Financial Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 8,580 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #153.

CWS Financial Advisors first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

CWS Financial Advisors held 8,580 shares of Schwab US Broad Market ETF worth $248K as of Q2 2026.
CWS Financial Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.06% of CWS Financial Advisors's portfolio in Q2 2026, its #153 holding.
CWS Financial Advisors first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.