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Disciplined Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Disciplined Investments’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 		$415K Hold
14,334
– – 0.13% 100
2026
Q1 		$360K Sell
14,334
-9,410
-40% -$247K 0.13% 101
2025
Q4 		$623K Sell
23,744
-38,127
-62% -$993K 0.24% 74
2025
Q3 		$1.59M Hold
61,871
– – 0.63% 44
2025
Q2 		$1.47M Hold
61,871
– – 0.62% 47
2025
Q1 		$1.33M Hold
61,871
– – 0.61% 48
2024
Q4 		$1.4M Sell
61,871
-1
-0% -$23 0.69% 45
2024
Q3 		$1.37M Hold
61,872
– – 0.68% 46
2024
Q2 		$1.3M Hold
61,872
– – 0.69% 45
2024
Q1 		$1.26M Sell
61,872
-19,230
-24% -$372K 0.69% 44
2023
Q4 		$1.5M Sell
81,102
-834
-1% -$14.4K 0.88% 36
2023
Q3 		$1.36M Buy
81,936
+309
+0.4% +$5.35K 0.83% 38
2023
Q2 		$1.41M Buy
81,627
+297
+0.4% +$4.84K 0.75% 38
2023
Q1 		$1.3M Buy
81,330
+306
+0.4% +$4.78K 0.55% 50
2022
Q4 		$1.21M Buy
81,024
+357
+0.4% +$5.37K 0.59% 48
2022
Q3 		$1.13M Buy
80,667
+345
+0.4% +$5.37K 0.52% 49
2022
Q2 		$1.18M Buy
80,322
+312
+0.4% +$5.01K 0.53% 50
2022
Q1 		$1.42M Buy
80,010
+222
+0.3% +$3.9K 0.59% 45
2021
Q4 		$1.5M Buy
79,788
+300
+0.4% +$5.52K 0.66% 43
2021
Q3 		$1.38M Buy
79,488
+246
+0.3% +$4.38K 0.67% 42
2021
Q2 		$1.38M Buy
79,242
+240
+0.3% +$4.06K 0.71% 42
2021
Q1 		$1.27M Buy
79,002
+228
+0.3% +$3.59K 0.75% 40
2020
Q4 		$1.2M Buy
78,774
+318
+0.4% +$4.53K 0.8% 37
2020
Q3 		$1.04M Buy
78,456
+474
+0.6% +$6.23K 0.77% 37
2020
Q2 		$955K Buy
77,982
+306
+0.4% +$3.53K 0.74% 41
2020
Q1 		$782K Buy
77,676
+76,842
+9,214% +$930K 0.74% 42
2019
Q4 		$11K Buy
+834
New +$10.2K 0.01% 285

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

Disciplined Investments's SCHB Position: Q2 2026 in Review

Disciplined Investments held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 14,334 shares worth $415K. The position accounts for 0.13% of the portfolio, ranked #100.

Disciplined Investments first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.59M in Q3 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Disciplined Investments held 14,334 shares of Schwab US Broad Market ETF worth $415K as of Q2 2026.
  • Disciplined Investments left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.13% of Disciplined Investments's portfolio in Q2 2026, its #100 holding.
  • Disciplined Investments first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's Schwab US Broad Market ETF position peaked at $1.59M in Q3 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.