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Fedenia Advisers’s Schwab US Broad Market ETF SCHB Stock Holding History

Fedenia Advisers’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 		$370K Sell
12,765
-3
-0% -$84 0.09% 87
2026
Q1 		$320K Sell
12,768
-3
-0% -$79 0.24% 68
2025
Q4 		$335K Hold
12,771
– – 0.13% 119
2025
Q3 		$328K Sell
12,771
-601
-4% -$14.9K 0.13% 123
2025
Q2 		$319K Sell
13,372
-189
-1% -$4.16K 0.15% 110
2025
Q1 		$292K Sell
13,561
-805
-6% -$18.3K 0.19% 89
2024
Q4 		$326K Buy
+14,366
New +$328K 0.19% 100

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

Fedenia Advisers's SCHB Position: Q2 2026 in Review

Fedenia Advisers reduced its Schwab US Broad Market ETF (SCHB) stake by 0.02% in Q2 2026, selling an estimated $84 and leaving 12,765 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #87.

Fedenia Advisers first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Fedenia Advisers held 12,765 shares of Schwab US Broad Market ETF worth $370K as of Q2 2026.
  • Fedenia Advisers sold 3 Schwab US Broad Market ETF shares in Q2 2026, an estimated $84.
  • Schwab US Broad Market ETF made up 0.09% of Fedenia Advisers's portfolio in Q2 2026, its #87 holding.
  • Fedenia Advisers first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.