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

FFT Wealth Management’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 		$10.6M Sell
365,554
-8,075
-2% -$226K 1.66% 10
2026
Q1 		$9.38M Sell
373,629
-12
-0% -$315 1.7% 13
2025
Q4 		$9.8M Sell
373,641
-10,848
-3% -$282K 1.87% 12
2025
Q3 		$9.89M Buy
384,489
+59,094
+18% +$1.46M 1.82% 13
2025
Q2 		$7.93M Sell
325,395
-16,318
-5% -$359K 1.56% 14
2025
Q1 		$7.36M Sell
341,713
-107,155
-24% -$2.44M 1.54% 15
2024
Q4 		$10.2M Buy
448,868
+167,234
+59% +$3.82M 0.77% 16
2024
Q3 		$6.24M Buy
281,634
+12,204
+5% +$261K 0.47% 29
2024
Q2 		$5.65M Sell
269,430
-19,242
-7% -$390K 0.5% 27
2024
Q1 		$5.87M Sell
288,672
-4,609,767
-94% -$89.2M 0.51% 24
2023
Q4 		$90.9M Buy
4,898,439
+118,824
+2% +$2.05M 7.87% 4
2023
Q3 		$79.4M Buy
4,779,615
+17,553
+0.4% +$304K 10.22% 3
2023
Q2 		$82.1M Buy
4,762,062
+15,834
+0.3% +$258K 10.2% 3
2023
Q1 		$75.7M Buy
4,746,228
+105,087
+2% +$1.64M 9.4% 3
2022
Q4 		$69.3M Buy
4,641,141
+51,741
+1% +$778K 8.89% 5
2022
Q3 		$64.2M Buy
4,589,400
+19,743
+0.4% +$307K 8.97% 4
2022
Q2 		$67.3M Buy
4,569,657
+38,367
+0.8% +$616K 7.5% 5
2022
Q1 		$80.6M Buy
4,531,290
+41,862
+0.9% +$735K 7.71% 3
2021
Q4 		$84.6M Buy
4,489,428
+57,660
+1% +$1.06M 7.58% 3
2021
Q3 		$76.7M Buy
+4,431,768
New +$78.8M 7.24% 3

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

FFT Wealth Management's SCHB Position: Q2 2026 in Review

FFT Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.2% in Q2 2026, selling an estimated $226K and leaving 365,554 shares worth $10.6M. The position accounts for 1.66% of the portfolio, ranked #10.

FFT Wealth Management first reported a position in SCHB in Q3 2021 and has held it in 20 quarters since. The position peaked at $90.9M in Q4 2023. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • FFT Wealth Management held 365,554 shares of Schwab US Broad Market ETF worth $10.6M as of Q2 2026.
  • FFT Wealth Management sold 8,075 Schwab US Broad Market ETF shares in Q2 2026, an estimated $226K.
  • Schwab US Broad Market ETF made up 1.66% of FFT Wealth Management's portfolio in Q2 2026, its #10 holding.
  • FFT Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 20 quarters since.
  • FFT Wealth Management's Schwab US Broad Market ETF position peaked at $90.9M in Q4 2023.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on FFT Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.