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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
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 $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

Fiduciary Alliance's SCHB Position: Q2 2026 in Review

Fiduciary Alliance reduced its Schwab US Broad Market ETF (SCHB) stake by 2.9% in Q2 2026, selling an estimated $13K and leaving 15,325 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #387.

Fiduciary Alliance first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. The position peaked at $484K in Q4 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Fiduciary Alliance held 15,325 shares of Schwab US Broad Market ETF worth $444K as of Q2 2026.
  • Fiduciary Alliance sold 465 Schwab US Broad Market ETF shares in Q2 2026, an estimated $13K.
  • Schwab US Broad Market ETF made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #387 holding.
  • Fiduciary Alliance first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Schwab US Broad Market ETF position peaked at $484K in Q4 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.