Diversify Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Diversify Advisory Services’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	$1.6M	Buy	55,830 +47,098	+539%	+$1.32M	0.03%	488
2026 Q1	$240K	Sell	8,732 -7,739	-47%	-$203K	0.04%	191
2025 Q4	$440K	Buy	16,471 +6,295	+62%	+$164K	0.01%	638
2025 Q3	$268K	Sell	10,176 -96	-0.9%	-$2.38K	0.01%	763
2025 Q2	$255K	Sell	10,272 -10,273	-50%	-$226K	0.01%	720
2025 Q1	$439K	Buy	+20,545	New	+$467K	0.03%	388

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 $103B AUM 28.65% 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

Diversify Advisory Services's SCHB Position: Q2 2026 in Review

Diversify Advisory Services increased its Schwab US Broad Market ETF (SCHB) stake by 539% in Q2 2026, buying an estimated $1.32M and bringing the position to 55,830 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #488.

Diversify Advisory Services first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Diversify Advisory Services held 55,830 shares of Schwab US Broad Market ETF worth $1.6M as of Q2 2026.
Diversify Advisory Services bought 47,098 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.32M.
Schwab US Broad Market ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #488 holding.
Diversify Advisory Services first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.