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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
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

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

Ethos Financial Group's SCHB Position: Q2 2026 in Review

Ethos Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 11% in Q2 2026, selling an estimated $6.46M and leaving 1,795,643 shares worth $50.7M. The position accounts for 3.39% of the portfolio, ranked #2.

Ethos Financial Group first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. The position peaked at $53.3M in Q3 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Ethos Financial Group held 1,795,643 shares of Schwab US Broad Market ETF worth $50.7M as of Q2 2026.
  • Ethos Financial Group sold 230,690 Schwab US Broad Market ETF shares in Q2 2026, an estimated $6.46M.
  • Schwab US Broad Market ETF made up 3.39% of Ethos Financial Group's portfolio in Q2 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 15 quarters since.
  • Ethos Financial Group's Schwab US Broad Market ETF position peaked at $53.3M in Q3 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.