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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
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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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: Q1 2026 in Review

Ethos Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 3.6% in Q1 2026, buying an estimated $1.83M and bringing the position to 2,026,333 shares worth $50.9M. The position accounts for 3.72% of the portfolio, ranked #1.

Ethos Financial Group first reported a position in SCHB in Q4 2022 and has held it in 14 quarters since. The position peaked at $53.3M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Ethos Financial Group held 2,026,333 shares of Schwab US Broad Market ETF worth $50.9M as of Q1 2026.
  • Ethos Financial Group bought 69,826 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.83M.
  • Schwab US Broad Market ETF made up 3.72% of Ethos Financial Group's portfolio in Q1 2026, its #1 holding.
  • Ethos Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Ethos Financial Group's Schwab US Broad Market ETF position peaked at $53.3M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.