Fiduciary Alliance
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Fiduciary Alliance’s Schwab US Broad Market ETF SCHB Stock Holding History

Fiduciary Alliance’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
Q3 		$590K Buy
20,129
+4,804
+31% +$141K 0.04% 290
2026
Q2 		$444K Sell
15,325
-465
-3% -$13K 0.03% 387
2026
Q1 		$426K Sell
15,790
-2,645
-14% -$69.4K 0.03% 392
2025
Q4 		$484K Buy
18,435
+1,608
+10% +$41.9K 0.03% 350
2025
Q3 		$433K Sell
16,827
-1,861
-10% -$46.1K 0.03% 364
2025
Q2 		$445K Sell
18,688
-2,053
-10% -$45.2K 0.03% 337
2025
Q1 		$447K Sell
20,741
-230
-1% -$5.23K 0.04% 271
2024
Q4 		$476K Buy
20,971
+10,810
+106% +$247K 0.05% 240
2024
Q3 		$225K Sell
10,161
-297
-3% -$6.34K 0.03% 235
2024
Q2 		$221K Sell
10,458
-1,671
-14% -$33.9K 0.04% 196
2024
Q1 		$246K Sell
12,129
-2,181
-15% -$42.2K 0.04% 168
2023
Q4 		$266K Sell
14,310
-309
-2% -$5.34K 0.05% 155
2023
Q3 		$243K Sell
14,619
-174
-1% -$3.01K 0.06% 151
2023
Q2 		$255K Buy
14,793
+81
+0.6% +$1.32K 0.05% 136
2023
Q1 		$235K Buy
14,712
+240
+2% +$3.75K 0.06% 125
2022
Q4 		$216K Buy
+14,472
New +$217K 0.06% 126

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Fiduciary Alliance's SCHB Position: Q3 2026 in Review

Fiduciary Alliance increased its Schwab US Broad Market ETF (SCHB) stake by 31% in Q3 2026, buying an estimated $141K and bringing the position to 20,129 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #290.

Fiduciary Alliance first reported a position in SCHB in Q4 2022 and has held it in 16 quarters since. 1,212 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Fiduciary Alliance held 20,129 shares of Schwab US Broad Market ETF worth $590K as of Q3 2026.
  • Fiduciary Alliance bought 4,804 Schwab US Broad Market ETF shares in Q3 2026, an estimated $141K.
  • Schwab US Broad Market ETF made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #290 holding.
  • Fiduciary Alliance first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.