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Econ Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Econ Financial 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
Q1 		– Sell
-26,356
Closed -$691K – 95
2025
Q4 		$691K Sell
26,356
-1,770
-6% -$46.1K 0.35% 64
2025
Q3 		$723K Sell
28,126
-559
-2% -$13.8K 0.36% 63
2025
Q2 		$684K Sell
28,685
-2,689
-9% -$59.2K 0.35% 65
2025
Q1 		$675K Sell
31,374
-4,441
-12% -$101K 0.36% 68
2024
Q4 		$813K Sell
35,815
-4,556
-11% -$104K 0.47% 60
2024
Q3 		$895K Buy
40,371
+366
+0.9% +$7.82K 0.5% 49
2024
Q2 		$838K Buy
40,005
+1,188
+3% +$24.1K 0.52% 71
2024
Q1 		$790K Sell
38,817
-3,558
-8% -$68.8K 0.49% 66
2023
Q4 		$786K Buy
+42,375
New +$732K 0.55% 49
2022
Q3 		– Sell
-309,240
Closed -$4.55M – 96
2022
Q2 		$4.55M Buy
+309,240
New +$4.96M 3.68% 6
2019
Q2 		$1.42M Buy
+121,032
New +$1.4M 1.97% 17
2019
Q1 		– Sell
-266,652
Closed -$2.66M – 77
2018
Q4 		$2.66M Buy
+266,652
New +$2.88M 4.06% 4

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Econ Financial Services's SCHB Position: Q1 2026 in Review

Econ Financial Services sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 26,356 shares — an estimated $691K sold.

Econ Financial Services first reported a position in SCHB in Q4 2018 and held it in 12 quarters. The position peaked at $4.55M in Q2 2022. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Econ Financial Services reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Econ Financial Services sold 26,356 Schwab US Broad Market ETF shares in Q1 2026, an estimated $691K.
  • Econ Financial Services first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 12 quarters.
  • Econ Financial Services's Schwab US Broad Market ETF position peaked at $4.55M in Q2 2022.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.