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Droms Strauss Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Droms Strauss 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 		– Sell
-9,635
Closed -$242K – 85
2026
Q1 		$242K Hold
9,635
– – 0.06% 71
2025
Q4 		$253K Hold
9,635
– – 0.07% 73
2025
Q3 		$248K Hold
9,635
– – 0.07% 65
2025
Q2 		$230K Hold
9,635
– – 0.07% 67
2025
Q1 		$207K Buy
9,635
+30
+0.3% +$682 0.07% 64
2024
Q4 		$218K Sell
9,605
-226
-2% -$5.16K 0.07% 68
2024
Q3 		$218K Buy
9,831
+72
+0.7% +$1.54K 0.08% 62
2024
Q2 		$204K Buy
+9,759
New +$198K 0.07% 63

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

Droms Strauss Advisors's SCHB Position: Q2 2026 in Review

Droms Strauss Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 9,635 shares — an estimated $242K sold.

Droms Strauss Advisors first reported a position in SCHB in Q2 2024 and held it in 8 quarters. The position peaked at $253K in Q4 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Droms Strauss Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Droms Strauss Advisors sold 9,635 Schwab US Broad Market ETF shares in Q2 2026, an estimated $242K.
  • Droms Strauss Advisors first reported a position in Schwab US Broad Market ETF in Q2 2024 and held it in 8 quarters.
  • Droms Strauss Advisors's Schwab US Broad Market ETF position peaked at $253K in Q4 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.