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

Disciplined Investors’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 		$9.49M Sell
327,667
-5,391
-2% -$151K 4.75% 3
2026
Q1 		$8.36M Sell
333,058
-1,592
-0.5% -$41.8K 4.98% 3
2025
Q4 		$8.78M Sell
334,650
-91
-0% -$2.37K 5.76% 3
2025
Q3 		$8.61M Buy
334,741
+2,923
+0.9% +$72.4K 6.13% 2
2025
Q2 		$7.91M Sell
331,818
-822
-0.2% -$18.1K 6.16% 2
2025
Q1 		$7.16M Sell
332,640
-4,465
-1% -$102K 6.46% 1
2024
Q4 		$7.6M Buy
+337,105
New +$7.7M 7.32% 1

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 $104B AUM 28.3% 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 Investors's SCHB Position: Q2 2026 in Review

Disciplined Investors reduced its Schwab US Broad Market ETF (SCHB) stake by 1.6% in Q2 2026, selling an estimated $151K and leaving 327,667 shares worth $9.49M. The position accounts for 4.75% of the portfolio, ranked #3.

Disciplined Investors first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Disciplined Investors held 327,667 shares of Schwab US Broad Market ETF worth $9.49M as of Q2 2026.
  • Disciplined Investors sold 5,391 Schwab US Broad Market ETF shares in Q2 2026, an estimated $151K.
  • Schwab US Broad Market ETF made up 4.75% of Disciplined Investors's portfolio in Q2 2026, its #3 holding.
  • Disciplined Investors first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.