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

Ethos Financial 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
Q3 		$57M Buy
1,945,589
+149,946
+8% +$4.4M 3.04% 2
2026
Q2 		$50.7M Sell
1,795,643
-230,690
-11% -$6.46M 3.39% 2
2026
Q1 		$50.9M Buy
2,026,333
+69,826
+4% +$1.83M 3.72% 1
2025
Q4 		$51.3M Sell
1,956,507
-115,674
-6% -$3.01M 3.79% 1
2025
Q3 		$53.3M Buy
2,072,181
+12,243
+0.6% +$303K 4.18% 1
2025
Q2 		$49.1M Buy
2,059,938
+190,620
+10% +$4.2M 4.22% 1
2025
Q1 		$42.4M Sell
1,869,318
-1,653
-0.1% -$37.6K 4.06% 1
2024
Q4 		$42.5M Buy
1,870,971
+104,295
+6% +$2.38M 5.54% 1
2024
Q3 		$39.2M Buy
1,766,676
+41,973
+2% +$896K 6.46% 1
2024
Q2 		$36.3M Buy
1,724,703
+54,861
+3% +$1.11M 6.39% 1
2024
Q1 		$34.1M Buy
1,669,842
+20,553
+1% +$398K 6.44% 1
2023
Q4 		$30.6M Buy
1,649,289
+260,187
+19% +$4.49M 6.51% 1
2023
Q3 		$23.1M Buy
1,389,102
+240,930
+21% +$4.17M 5.98% 1
2023
Q2 		$18.3M Hold
1,148,172
– – 6.18% 1
2023
Q1 		$18.3M Buy
1,148,172
+193,491
+20% +$3.03M 5.7% 1
2022
Q4 		$14.3M Buy
+954,681
New +$14.3M 4.83% 1

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Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Ethos Financial Group's SCHB Position: Q3 2026 in Review

Ethos Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 8.4% in Q3 2026, buying an estimated $4.4M and bringing the position to 1,945,589 shares worth $57M. The position accounts for 3.04% of the portfolio, ranked #2.

Ethos Financial Group first reported a position in SCHB in Q4 2022 and has held it in 16 quarters since. 1,122 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Ethos Financial Group held 1,945,589 shares of Schwab US Broad Market ETF worth $57M as of Q3 2026.
  • Ethos Financial Group bought 149,946 Schwab US Broad Market ETF shares in Q3 2026, an estimated $4.4M.
  • Schwab US Broad Market ETF made up 3.04% of Ethos Financial Group's portfolio in Q3 2026, its #2 holding.
  • Ethos Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Ethos Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.