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

FAS Wealth Partners’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 		$2.65M Buy
91,420
+582
+0.6% +$16.3K 0.14% 125
2026
Q1 		$2.28M Sell
90,838
-18,806
-17% -$493K 0.14% 123
2025
Q4 		$2.88M Sell
109,644
-14,659
-12% -$382K 0.19% 110
2025
Q3 		$3.2M Buy
124,303
+2,429
+2% +$60.1K 0.22% 93
2025
Q2 		$2.9M Buy
121,874
+3,258
+3% +$71.8K 0.21% 93
2025
Q1 		$2.55M Buy
118,616
+332
+0.3% +$7.55K 0.21% 101
2024
Q4 		$2.69M Sell
118,284
-10,014
-8% -$229K 0.23% 96
2024
Q3 		$2.84M Buy
128,298
+8,295
+7% +$177K 0.23% 95
2024
Q2 		$2.51M Buy
120,003
+276
+0.2% +$5.59K 0.22% 96
2024
Q1 		$2.44M Buy
119,727
+2,904
+2% +$56.2K 0.22% 98
2023
Q4 		$2.17M Sell
116,823
-4,947
-4% -$85.4K 0.21% 103
2023
Q3 		$2.02M Buy
121,770
+351
+0.3% +$6.08K 0.22% 97
2023
Q2 		$2.09M Sell
121,419
-5,169
-4% -$84.3K 0.26% 85
2023
Q1 		$2.02M Buy
126,588
+594
+0.5% +$9.29K 0.22% 97
2022
Q4 		$1.88M Buy
125,994
+7,230
+6% +$109K 0.21% 100
2022
Q3 		$1.66M Buy
118,764
+24,237
+26% +$377K 0.18% 95
2022
Q2 		$1.39M Buy
94,527
+12,441
+15% +$200K 0.15% 103
2022
Q1 		$1.46M Buy
82,086
+120
+0.1% +$2.11K 0.14% 100
2021
Q4 		$1.54M Sell
81,966
-606
-0.7% -$11.1K 0.14% 95
2021
Q3 		$1.43M Buy
82,572
+138
+0.2% +$2.45K 0.13% 102
2021
Q2 		$1.43M Buy
82,434
+438
+0.5% +$7.41K 0.13% 100
2021
Q1 		$1.32M Buy
81,996
+912
+1% +$14.4K 0.14% 102
2020
Q4 		$1.23M Sell
81,084
-14,082
-15% -$201K 0.14% 101
2020
Q3 		$1.26M Sell
95,166
-15,432
-14% -$203K 0.17% 97
2020
Q2 		$1.35M Buy
110,598
+6,210
+6% +$71.6K 0.2% 84
2020
Q1 		$1.05M Buy
104,388
+12,876
+14% +$156K 0.18% 95
2019
Q4 		$1.17M Buy
91,512
+6,192
+7% +$76K 0.2% 79
2019
Q3 		$1.01M Buy
85,320
+258
+0.3% +$3.05K 0.18% 88
2019
Q2 		$1M Sell
85,062
-588
-0.7% -$6.79K 0.19% 85
2019
Q1 		$971K Buy
85,650
+3,564
+4% +$38.9K 0.19% 83
2018
Q4 		$820K Buy
82,086
+8,058
+11% +$87.1K 0.19% 88
2018
Q3 		$868K Sell
74,028
-1,710
-2% -$19.7K 0.2% 77
2018
Q2 		$833K Buy
75,738
+4,404
+6% +$48.2K 0.22% 72
2018
Q1 		$758K Sell
71,334
-32,652
-31% -$359K 0.22% 75
2017
Q4 		$1.12M Buy
103,986
+324
+0.3% +$3.4K 0.29% 58
2017
Q3 		$1.05M Buy
103,662
+9,120
+10% +$90.5K 0.29% 61
2017
Q2 		$921K Buy
94,542
+5,442
+6% +$52.6K 0.27% 62
2017
Q1 		$847K Buy
89,100
+1,104
+1% +$10.4K 0.26% 66
2016
Q4 		$795K Buy
87,996
+6,186
+8% +$54.5K 0.24% 57
2016
Q3 		$713K Sell
81,810
-7,074
-8% -$61.4K 0.23% 57
2016
Q2 		$745K Sell
88,884
-180
-0.2% -$1.49K 0.28% 47
2016
Q1 		$732K Sell
89,064
-109,674
-55% -$852K 0.38% 31
2015
Q4 		$1.62M Sell
198,738
-26,796
-12% -$221K 0.81% 14
2015
Q3 		$1.74M Sell
225,534
-2,768,742
-92% -$22.7M 1% 10
2015
Q2 		$25.1M Sell
2,994,276
-215,250
-7% -$1.84M 12.55% 2
2015
Q1 		$27M Buy
3,209,526
+32,646
+1% +$273K 13.78% 2
2014
Q4 		$26.4M Buy
3,176,880
+92,994
+3% +$753K 13.93% 2
2014
Q3 		$24.4M Buy
3,083,886
+22,104
+0.7% +$177K 14.02% 2
2014
Q2 		$24.4M Buy
+3,061,782
New +$23.6M 14.02% 2

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

FAS Wealth Partners's SCHB Position: Q2 2026 in Review

FAS Wealth Partners increased its Schwab US Broad Market ETF (SCHB) stake by 0.64% in Q2 2026, buying an estimated $16.3K and bringing the position to 91,420 shares worth $2.65M. The position accounts for 0.14% of the portfolio, ranked #125.

FAS Wealth Partners first reported a position in SCHB in Q2 2014 and has held it in 49 quarters since. The position peaked at $27M in Q1 2015. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • FAS Wealth Partners held 91,420 shares of Schwab US Broad Market ETF worth $2.65M as of Q2 2026.
  • FAS Wealth Partners bought 582 Schwab US Broad Market ETF shares in Q2 2026, an estimated $16.3K.
  • Schwab US Broad Market ETF made up 0.14% of FAS Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • FAS Wealth Partners first reported a position in Schwab US Broad Market ETF in Q2 2014 and has held it in 49 quarters since.
  • FAS Wealth Partners's Schwab US Broad Market ETF position peaked at $27M in Q1 2015.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.