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

Everhart 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 		$11.6M Sell
400,094
-21,881
-5% -$613K 0.74% 21
2026
Q1 		$10.6M Sell
421,975
-3,788
-0.9% -$99.4K 0.9% 19
2025
Q4 		$11.2M Sell
425,763
-25,994
-6% -$677K 1.03% 17
2025
Q3 		$11.6M Sell
451,757
-12,336
-3% -$305K 1.16% 13
2025
Q2 		$11.1M Buy
464,093
+7,270
+2% +$160K 1.28% 13
2025
Q1 		$9.84M Sell
456,823
-1,205
-0.3% -$27.4K 1.34% 12
2024
Q4 		$10.4M Sell
458,028
-28,548
-6% -$652K 2.14% 9
2024
Q3 		$10.8M Sell
486,576
-2,676
-0.5% -$57.1K 2.39% 7
2024
Q2 		$10.3M Sell
489,252
-1,575
-0.3% -$31.9K 2.66% 6
2024
Q1 		$9.99M Sell
490,827
-2,706
-0.5% -$52.4K 2.91% 7
2023
Q4 		$9.16M Sell
493,533
-7,623
-2% -$132K 3.24% 5
2023
Q3 		$8.33M Sell
501,156
-22,770
-4% -$394K 3.53% 5
2023
Q2 		$8.81M Sell
523,926
-22,101
-4% -$360K 3.65% 4
2023
Q1 		$8.71M Buy
546,027
+11,193
+2% +$175K 3.91% 2
2022
Q4 		$7.98M Buy
534,834
+7,845
+1% +$118K 4.01% 3
2022
Q3 		$7.38M Sell
526,989
-106,767
-17% -$1.66M 4.08% 3
2022
Q2 		$9.34M Buy
633,756
+118,098
+23% +$1.9M 5.67% 2
2022
Q1 		$9.18M Buy
515,658
+5,994
+1% +$105K 5.3% 2
2021
Q4 		$9.6M Buy
509,664
+7,866
+2% +$145K 5.8% 2
2021
Q3 		$8.69M Sell
501,798
-5,256
-1% -$93.5K 5.95% 2
2021
Q2 		$8.81M Sell
507,054
-5,664
-1% -$95.9K 6.06% 2
2021
Q1 		$8.26M Sell
512,718
-21,834
-4% -$344K 7.25% 2
2020
Q4 		$8.11M Buy
+534,552
New +$7.61M 7.48% 2

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

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

Everhart Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 5.2% in Q2 2026, selling an estimated $613K and leaving 400,094 shares worth $11.6M. The position accounts for 0.74% of the portfolio, ranked #21.

Everhart Financial Group first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.6M in Q3 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Everhart Financial Group held 400,094 shares of Schwab US Broad Market ETF worth $11.6M as of Q2 2026.
  • Everhart Financial Group sold 21,881 Schwab US Broad Market ETF shares in Q2 2026, an estimated $613K.
  • Schwab US Broad Market ETF made up 0.74% of Everhart Financial Group's portfolio in Q2 2026, its #21 holding.
  • Everhart Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Schwab US Broad Market ETF position peaked at $11.6M in Q3 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.