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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
Q3 		$11.7M Sell
398,459
-1,635
-0.4% -$48K 0.72% 23
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

SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

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

Everhart Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 0.41% in Q3 2026, selling an estimated $48K and leaving 398,459 shares worth $11.7M. The position accounts for 0.72% of the portfolio, ranked #23.

Everhart Financial Group first reported a position in SCHB in Q4 2020 and has held it in 24 quarters since. 80 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Everhart Financial Group held 398,459 shares of Schwab US Broad Market ETF worth $11.7M as of Q3 2026.
  • Everhart Financial Group sold 1,635 Schwab US Broad Market ETF shares in Q3 2026, an estimated $48K.
  • Schwab US Broad Market ETF made up 0.72% of Everhart Financial Group's portfolio in Q3 2026, its #23 holding.
  • Everhart Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 24 quarters since.
  • 80 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.