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EverSource Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

EverSource Wealth Advisors’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 		$1.22M Sell
42,163
-3,235
-7% -$90.6K 0.04% 311
2026
Q1 		$1.14M Sell
45,398
-2,400
-5% -$63K 0.03% 349
2025
Q4 		$1.25M Sell
47,798
-3,083
-6% -$80.3K 0.05% 284
2025
Q3 		$1.31M Buy
50,881
+43,876
+626% +$1.09M 0.05% 255
2025
Q2 		$167K Hold
7,005
– – 0.01% 943
2025
Q1 		$151K Hold
7,005
– – 0.01% 766
2024
Q4 		$159K Buy
7,005
+75
+1% +$1.71K 0.01% 744
2024
Q3 		$154K Hold
6,930
– – 0.01% 646
2024
Q2 		$148K Buy
6,930
+5,256
+314% +$106K 0.01% 666
2024
Q1 		$32.6K Sell
1,674
-168
-9% -$3.25K ﹤0.01% 1156
2023
Q4 		$34.2K Buy
1,842
+168
+10% +$2.9K ﹤0.01% 1043
2023
Q3 		$27.8K Sell
1,674
-8,592
-84% -$149K ﹤0.01% 1011
2023
Q2 		$177K Buy
10,266
+7,200
+235% +$117K 0.02% 428
2023
Q1 		$48.9K Sell
3,066
-144
-4% -$2.25K 0.01% 802
2022
Q4 		$47.9K Buy
3,210
+2,640
+463% +$39.7K 0.01% 780
2022
Q3 		$8K Sell
570
-48
-8% -$747 ﹤0.01% 1209
2022
Q2 		$9K Buy
618
+12
+2% +$193 ﹤0.01% 1083
2022
Q1 		$11K Sell
606
-24
-4% -$421 ﹤0.01% 945
2021
Q4 		$12K Buy
+630
New +$11.6K ﹤0.01% 902

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

EverSource Wealth Advisors's SCHB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 7.1% in Q2 2026, selling an estimated $90.6K and leaving 42,163 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #311.

EverSource Wealth Advisors first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q3 2025. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • EverSource Wealth Advisors held 42,163 shares of Schwab US Broad Market ETF worth $1.22M as of Q2 2026.
  • EverSource Wealth Advisors sold 3,235 Schwab US Broad Market ETF shares in Q2 2026, an estimated $90.6K.
  • Schwab US Broad Market ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #311 holding.
  • EverSource Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Schwab US Broad Market ETF position peaked at $1.31M in Q3 2025.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.