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Dodds Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Dodds Wealth’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 		$29.6M Buy
1,020,508
+12,660
+1% +$354K 6.65% 7
2026
Q1 		$25.3M Buy
1,007,848
+23,099
+2% +$606K 6.21% 7
2025
Q4 		$25.8M Buy
984,749
+52,623
+6% +$1.37M 6.33% 7
2025
Q3 		$24M Buy
932,126
+55,169
+6% +$1.37M 5.94% 7
2025
Q2 		$20.9M Buy
876,957
+16,274
+2% +$358K 5.6% 7
2025
Q1 		$18.5M Buy
860,683
+108,673
+14% +$2.47M 6.04% 6
2024
Q4 		$17.7M Sell
752,010
-1,304,274
-63% -$29.8M 5.69% 6
2024
Q3 		$15.2M Buy
2,056,284
+1,402,011
+214% +$29.9M 5.08% 6
2024
Q2 		$14M Buy
654,273
+100,512
+18% +$2.04M 5.45% 5
2024
Q1 		$11.3M Buy
553,761
+103,320
+23% +$2M 4.58% 5
2023
Q4 		$8.36M Buy
+450,441
New +$7.78M 4.28% 6

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

Dodds Wealth's SCHB Position: Q2 2026 in Review

Dodds Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q2 2026, buying an estimated $354K and bringing the position to 1,020,508 shares worth $29.6M. The position accounts for 6.65% of the portfolio, ranked #7.

Dodds Wealth first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Dodds Wealth held 1,020,508 shares of Schwab US Broad Market ETF worth $29.6M as of Q2 2026.
  • Dodds Wealth bought 12,660 Schwab US Broad Market ETF shares in Q2 2026, an estimated $354K.
  • Schwab US Broad Market ETF made up 6.65% of Dodds Wealth's portfolio in Q2 2026, its #7 holding.
  • Dodds Wealth first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.