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

Evoke Wealth’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 		– Sell
-17,901
Closed -$449K – 520
2026
Q1 		$449K Buy
17,901
+7
+0% +$184 0.01% 434
2025
Q4 		$469K Buy
17,894
+140
+0.8% +$3.65K 0.01% 411
2025
Q3 		$456K Hold
17,754
– – 0.01% 382
2025
Q2 		$423K Sell
17,754
-1,752
-9% -$38.6K 0.01% 377
2025
Q1 		$420K Sell
19,506
-492
-2% -$11.2K 0.01% 293
2024
Q4 		$454K Hold
19,998
– – 0.01% 278
2024
Q3 		$443K Buy
+19,998
New +$427K 0.01% 271
2024
Q2 		– Sell
-19,998
Closed -$407K – 330
2024
Q1 		$407K Buy
+19,998
New +$387K 0.01% 287
2023
Q4 		– Sell
-626,616
Closed -$10.4M – 301
2023
Q3 		$10.4M Buy
626,616
+608,862
+3,429% +$10.5M 0.37% 33
2023
Q2 		$306K Hold
17,754
– – 0.01% 285
2023
Q1 		$283K Hold
17,754
– – 0.01% 279
2022
Q4 		$265K Hold
17,754
– – 0.01% 298
2022
Q3 		$248K Buy
17,754
+13,734
+342% +$214K 0.01% 288
2022
Q2 		$59K Sell
4,020
-14,307
-78% -$230K ﹤0.01% 495
2022
Q1 		$326K Buy
+18,327
New +$322K 0.01% 278

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

Evoke Wealth's SCHB Position: Q2 2026 in Review

Evoke Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 17,901 shares — an estimated $449K sold.

Evoke Wealth first reported a position in SCHB in Q1 2022 and held it in 15 quarters. The position peaked at $10.4M in Q3 2023. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Evoke Wealth reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 17,901 Schwab US Broad Market ETF shares in Q2 2026, an estimated $449K.
  • Evoke Wealth first reported a position in Schwab US Broad Market ETF in Q1 2022 and held it in 15 quarters.
  • Evoke Wealth's Schwab US Broad Market ETF position peaked at $10.4M in Q3 2023.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.