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

Equita Financial Network’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 		$8.37M Buy
289,163
+291
+0.1% +$8.15K 2.32% 11
2026
Q1 		$7.25M Sell
288,872
-4,752
-2% -$125K 2.28% 13
2025
Q4 		$7.7M Buy
293,624
+25,226
+9% +$657K 2.32% 12
2025
Q3 		$6.9M Sell
268,398
-1,314
-0.5% -$32.5K 2.33% 11
2025
Q2 		$6.43M Sell
269,712
-7,249
-3% -$160K 2.56% 10
2025
Q1 		$5.96M Buy
276,961
+2,901
+1% +$66K 2.08% 15
2024
Q4 		$6.22M Sell
274,060
-6,869
-2% -$157K 2.25% 15
2024
Q3 		$6.23M Buy
280,929
+1,353
+0.5% +$28.9K 2.28% 15
2024
Q2 		$5.86M Sell
279,576
-54,618
-16% -$1.11M 2.45% 14
2024
Q1 		$6.8M Sell
334,194
-151,857
-31% -$2.94M 3.05% 11
2023
Q4 		$9.02M Buy
486,051
+14,415
+3% +$249K 4.81% 5
2023
Q3 		$7.84M Buy
+471,636
New +$8.16M 4.82% 4

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

Equita Financial Network's SCHB Position: Q2 2026 in Review

Equita Financial Network increased its Schwab US Broad Market ETF (SCHB) stake by 0.1% in Q2 2026, buying an estimated $8.15K and bringing the position to 289,163 shares worth $8.37M. The position accounts for 2.32% of the portfolio, ranked #11.

Equita Financial Network first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.02M in Q4 2023. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Equita Financial Network held 289,163 shares of Schwab US Broad Market ETF worth $8.37M as of Q2 2026.
  • Equita Financial Network bought 291 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.15K.
  • Schwab US Broad Market ETF made up 2.32% of Equita Financial Network's portfolio in Q2 2026, its #11 holding.
  • Equita Financial Network first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
  • Equita Financial Network's Schwab US Broad Market ETF position peaked at $9.02M in Q4 2023.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.