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Ellenbecker Investment Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Ellenbecker Investment Group’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 		$223K Buy
+7,716
New +$216K 0.03% 141
2026
Q1 		– Sell
-7,716
Closed -$202K – 138
2025
Q4 		$202K Buy
+7,716
New +$201K 0.03% 130
2024
Q4 		– Sell
-11,022
Closed -$244K – 115
2024
Q3 		$244K Hold
11,022
– – 0.05% 102
2024
Q2 		$231K Sell
11,022
-450
-4% -$9.12K 0.05% 106
2024
Q1 		$233K Buy
+11,472
New +$222K 0.05% 98

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

Ellenbecker Investment Group's SCHB Position: Q2 2026 in Review

Ellenbecker Investment Group opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,716 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings. This is a return to the name: Ellenbecker Investment Group previously reported a position in SCHB as recently as Q4 2025.

Ellenbecker Investment Group first reported a position in SCHB in Q1 2024 and has held it in 5 quarters since. The position peaked at $244K in Q3 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Ellenbecker Investment Group held 7,716 shares of Schwab US Broad Market ETF worth $223K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Ellenbecker Investment Group position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #141 holding.
  • Ellenbecker Investment Group first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 5 quarters since.
  • Ellenbecker Investment Group's Schwab US Broad Market ETF position peaked at $244K in Q3 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.