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

Faithward 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 		$631K Sell
21,788
-7
-0% -$196 0.08% 176
2026
Q1 		$547K Sell
21,795
-372
-2% -$9.76K 0.08% 176
2025
Q4 		$581K Sell
22,167
-161
-0.7% -$4.19K 0.09% 177
2025
Q3 		$574K Sell
22,328
-70
-0.3% -$1.73K 0.09% 162
2025
Q2 		$534K Sell
22,398
-41
-0.2% -$903 0.08% 161
2025
Q1 		$483K Sell
22,439
-67
-0.3% -$1.52K 0.08% 157
2024
Q4 		$511K Sell
22,506
-1,374
-6% -$31.4K 0.09% 153
2024
Q3 		$529K Hold
23,880
– – 0.09% 163
2024
Q2 		$500K Hold
23,880
– – 0.09% 163
2024
Q1 		$486K Sell
23,880
-9
-0% -$174 0.09% 159
2023
Q4 		$456K Sell
23,889
-3,987
-14% -$68.9K 0.1% 121
2023
Q3 		$473K Sell
27,876
-9
-0% -$156 0.12% 111
2023
Q2 		$484K Sell
27,885
-8,193
-23% -$134K 0.11% 104
2023
Q1 		$577K Sell
36,078
-48,195
-57% -$754K 0.13% 97
2022
Q4 		$1.26M Sell
84,273
-7,275
-8% -$109K 0.27% 61
2022
Q3 		$1.28M Sell
91,548
-24,264
-21% -$377K 0.3% 55
2022
Q2 		$1.71M Sell
115,812
-498
-0.4% -$7.99K 0.38% 52
2022
Q1 		$2.07M Buy
116,310
+2,238
+2% +$39.3K 0.4% 51
2021
Q4 		$2.15M Sell
114,072
-1,698
-1% -$31.2K 0.41% 51
2021
Q3 		$2M Buy
115,770
+1,098
+1% +$19.5K 0.39% 51
2021
Q2 		$1.99M Buy
114,672
+1,092
+1% +$18.5K 0.39% 47
2021
Q1 		$1.83M Buy
+113,580
New +$1.79M 0.41% 58
2020
Q4 		– Sell
-128,220
Closed -$1.7M – 198
2020
Q3 		$1.7M Sell
128,220
-54,894
-30% -$722K 0.41% 52
2020
Q2 		$2.24M Sell
183,114
-59,952
-25% -$691K 0.58% 46
2020
Q1 		$2.45M Sell
243,066
-24,618
-9% -$298K 0.69% 43
2019
Q4 		$3.43M Sell
267,684
-9,516
-3% -$117K 0.81% 25
2019
Q3 		$3.28M Buy
+277,200
New +$3.28M 0.73% 24

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 $103B AUM 28.65% 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

Faithward Advisors's SCHB Position: Q2 2026 in Review

Faithward Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.03% in Q2 2026, selling an estimated $196 and leaving 21,788 shares worth $631K. The position accounts for 0.08% of the portfolio, ranked #176.

Faithward Advisors first reported a position in SCHB in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.43M in Q4 2019. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Faithward Advisors held 21,788 shares of Schwab US Broad Market ETF worth $631K as of Q2 2026.
  • Faithward Advisors sold 7 Schwab US Broad Market ETF shares in Q2 2026, an estimated $196.
  • Schwab US Broad Market ETF made up 0.08% of Faithward Advisors's portfolio in Q2 2026, its #176 holding.
  • Faithward Advisors first reported a position in Schwab US Broad Market ETF in Q3 2019 and has held it in 27 quarters since.
  • Faithward Advisors's Schwab US Broad Market ETF position peaked at $3.43M in Q4 2019.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.