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

Envision Financial’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 		$2.23M Buy
76,886
+14,674
+24% +$411K 1.03% 24
2026
Q1 		$1.56M Buy
62,212
+11,647
+23% +$306K 0.84% 25
2025
Q4 		$1.33M Sell
50,565
-138
-0.3% -$3.59K 0.7% 26
2025
Q3 		$1.3M Sell
50,703
-48
-0.1% -$1.19K 0.75% 26
2025
Q2 		$1.21M Buy
50,751
+3,275
+7% +$72.1K 0.81% 26
2025
Q1 		$1.02M Buy
47,476
+2,960
+7% +$67.3K 0.77% 25
2024
Q4 		$1.01M Buy
+44,516
New +$1.02M 0.81% 26

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

Envision Financial's SCHB Position: Q2 2026 in Review

Envision Financial increased its Schwab US Broad Market ETF (SCHB) stake by 24% in Q2 2026, buying an estimated $411K and bringing the position to 76,886 shares worth $2.23M. The position accounts for 1.03% of the portfolio, ranked #24.

Envision Financial first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Envision Financial held 76,886 shares of Schwab US Broad Market ETF worth $2.23M as of Q2 2026.
  • Envision Financial bought 14,674 Schwab US Broad Market ETF shares in Q2 2026, an estimated $411K.
  • Schwab US Broad Market ETF made up 1.03% of Envision Financial's portfolio in Q2 2026, its #24 holding.
  • Envision Financial first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.