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

Farrow Financial’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 		$2.93M Sell
101,066
-5,322
-5% -$149K 1.56% 22
2026
Q1 		$2.67M Buy
106,388
+23,103
+28% +$606K 1.52% 25
2025
Q4 		$2.18M Buy
83,285
+26,673
+47% +$694K 1.26% 35
2025
Q3 		$1.46M Buy
56,612
+17,820
+46% +$441K 0.84% 37
2025
Q2 		$924K Buy
38,792
+3,678
+10% +$81K 0.56% 39
2025
Q1 		$756K Sell
35,114
-1,708
-5% -$38.9K 0.51% 38
2024
Q4 		$839K Sell
36,822
-1,935
-5% -$44.2K 0.54% 38
2024
Q3 		$859K Sell
38,757
-786
-2% -$16.8K 0.54% 40
2024
Q2 		$829K Hold
39,543
– – 0.56% 41
2024
Q1 		$805K Sell
39,543
-1,830
-4% -$35.4K 0.56% 44
2023
Q4 		$768K Buy
+41,373
New +$715K 0.58% 43

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

Farrow Financial's SCHB Position: Q2 2026 in Review

Farrow Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 5% in Q2 2026, selling an estimated $149K and leaving 101,066 shares worth $2.93M. The position accounts for 1.56% of the portfolio, ranked #22.

Farrow Financial first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Farrow Financial held 101,066 shares of Schwab US Broad Market ETF worth $2.93M as of Q2 2026.
  • Farrow Financial sold 5,322 Schwab US Broad Market ETF shares in Q2 2026, an estimated $149K.
  • Schwab US Broad Market ETF made up 1.56% of Farrow Financial's portfolio in Q2 2026, its #22 holding.
  • Farrow Financial first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Farrow Financial's 13F filing for Q2 2026, filed 4 Aug 2026.