DeDora Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

DeDora Capital’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 Q3	$67.7K	Buy	+2,310	New	+$67.8K	0.02%	168

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

DeDora Capital's SCHB Position: Q3 2026 in Review

DeDora Capital opened a new position in Schwab US Broad Market ETF (SCHB) in Q3 2026: 2,310 shares worth $67.7K. The stake represents 0.02% of the portfolio and ranks #168 among its holdings.

1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

DeDora Capital held 2,310 shares of Schwab US Broad Market ETF worth $67.7K as of Q3 2026.
Schwab US Broad Market ETF was a new DeDora Capital position in Q3 2026.
Schwab US Broad Market ETF made up 0.02% of DeDora Capital's portfolio in Q3 2026, its #168 holding.
1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.