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

DHJJ 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 		$3.08M Sell
106,371
-4,178
-4% -$117K 0.89% 22
2026
Q1 		$2.77M Sell
110,549
-5,386
-5% -$141K 0.92% 23
2025
Q4 		$3.04M Sell
115,935
-7,021
-6% -$183K 1.01% 21
2025
Q3 		$3.16M Buy
122,956
+4,995
+4% +$124K 1.07% 20
2025
Q2 		$2.81M Sell
117,961
-6,943
-6% -$153K 1.02% 21
2025
Q1 		$2.69M Sell
124,904
-7,584
-6% -$173K 1.08% 20
2024
Q4 		$3.01M Sell
132,488
-808
-0.6% -$18.5K 1.17% 17
2024
Q3 		$2.96M Sell
133,296
-2,148
-2% -$45.9K 1.17% 17
2024
Q2 		$2.84M Sell
135,444
-1,035
-0.8% -$21K 1.2% 16
2024
Q1 		$2.78M Buy
136,479
+660
+0.5% +$12.8K 1.23% 15
2023
Q4 		$2.52M Sell
135,819
-5,793
-4% -$100K 1.18% 17
2023
Q3 		$2.35M Sell
141,612
-3,090
-2% -$53.5K 1.19% 17
2023
Q2 		$2.49M Buy
144,702
+2,913
+2% +$47.5K 1.3% 16
2023
Q1 		$2.26M Sell
141,789
-1,053
-0.7% -$16.5K 1.23% 16
2022
Q4 		$2.13M Sell
142,842
-17,547
-11% -$264K 1.22% 17
2022
Q3 		$2.25M Sell
160,389
-12,471
-7% -$194K 1.31% 18
2022
Q2 		$2.55M Buy
172,860
+4,455
+3% +$71.5K 1.42% 18
2022
Q1 		$3.01M Buy
168,405
+18,597
+12% +$326K 1.44% 17
2021
Q4 		$2.82M Buy
149,808
+4,404
+3% +$81K 1.32% 20
2021
Q3 		$2.52M Buy
145,404
+8,244
+6% +$147K 1.3% 19
2021
Q2 		$2.38M Buy
137,160
+4,134
+3% +$70K 1.26% 20
2021
Q1 		$2.14M Sell
133,026
-930
-0.7% -$14.7K 1.24% 20
2020
Q4 		$2.03M Buy
+133,956
New +$1.91M 1.28% 20

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

DHJJ Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 3.8% in Q2 2026, selling an estimated $117K and leaving 106,371 shares worth $3.08M. The position accounts for 0.89% of the portfolio, ranked #22.

DHJJ Financial Advisors first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.16M in Q3 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • DHJJ Financial Advisors held 106,371 shares of Schwab US Broad Market ETF worth $3.08M as of Q2 2026.
  • DHJJ Financial Advisors sold 4,178 Schwab US Broad Market ETF shares in Q2 2026, an estimated $117K.
  • Schwab US Broad Market ETF made up 0.89% of DHJJ Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • DHJJ Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's Schwab US Broad Market ETF position peaked at $3.16M in Q3 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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