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Fiducient Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Fiducient Advisors’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 		$486K Sell
16,772
-988
-6% -$27.7K 0.07% 102
2026
Q1 		$446K Buy
17,760
+223
+1% +$5.85K 0.06% 96
2025
Q4 		$460K Buy
17,537
+47
+0.3% +$1.22K 0.06% 114
2025
Q3 		$450K Buy
17,490
+44
+0.3% +$1.09K 0.05% 100
2025
Q2 		$416K Buy
17,446
+44
+0.3% +$969 0.05% 102
2025
Q1 		$375K Buy
+17,402
New +$396K 0.05% 110

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 $103B AUM 28.65% 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

Fiducient Advisors's SCHB Position: Q2 2026 in Review

Fiducient Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 5.6% in Q2 2026, selling an estimated $27.7K and leaving 16,772 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #102.

Fiducient Advisors first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Fiducient Advisors held 16,772 shares of Schwab US Broad Market ETF worth $486K as of Q2 2026.
  • Fiducient Advisors sold 988 Schwab US Broad Market ETF shares in Q2 2026, an estimated $27.7K.
  • Schwab US Broad Market ETF made up 0.07% of Fiducient Advisors's portfolio in Q2 2026, its #102 holding.
  • Fiducient Advisors first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.