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Financial Consulate’s Schwab US Broad Market ETF SCHB Stock Holding History

Financial Consulate’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
Q1 		$2.68M Sell
106,928
-3,795
-3% -$99.6K 0.33% 27
2025
Q4 		$2.9M Sell
110,723
-9,487
-8% -$247K 0.4% 24
2025
Q3 		$3.09M Buy
120,210
+2,876
+2% +$71.2K 0.44% 22
2025
Q2 		$2.8M Sell
117,334
-4,561
-4% -$100K 0.55% 19
2025
Q1 		$2.62M Buy
121,895
+314
+0.3% +$7.14K 0.66% 15
2024
Q4 		$2.76M Buy
121,581
+1,011
+0.8% +$23.1K 0.73% 15
2024
Q3 		$2.67M Buy
120,570
+1,503
+1% +$32.1K 0.71% 13
2024
Q2 		$2.5M Sell
119,067
-7,950
-6% -$161K 0.73% 14
2024
Q1 		$2.58M Sell
127,017
-14,106
-10% -$273K 0.76% 13
2023
Q4 		$2.62M Sell
141,123
-14,898
-10% -$257K 0.86% 13
2023
Q3 		$2.59M Sell
156,021
-14,979
-9% -$259K 1.14% 11
2023
Q2 		$2.95M Sell
171,000
-12,834
-7% -$209K 1.25% 11
2023
Q1 		$2.93M Sell
183,834
-13,476
-7% -$211K 1.02% 15
2022
Q4 		$2.95M Sell
197,310
-5,187
-3% -$78K 1.03% 18
2022
Q3 		$2.83M Sell
202,497
-7,434
-4% -$116K 1.2% 15
2022
Q2 		$3.09M Sell
209,931
-1,524
-0.7% -$24.5K 1.45% 14
2022
Q1 		$3.76M Sell
211,455
-7,005
-3% -$123K 1.45% 15
2021
Q4 		$4.12M Sell
218,460
-6,426
-3% -$118K 1.43% 15
2021
Q3 		$3.89M Sell
224,886
-8,520
-4% -$152K 1.41% 16
2021
Q2 		$4.06M Sell
233,406
-2,784
-1% -$47.1K 1.46% 15
2021
Q1 		$3.81M Buy
236,190
+60
+0% +$946 1.54% 12
2020
Q4 		$3.58M Sell
236,130
-3,702
-2% -$52.7K 1.55% 13
2020
Q3 		$3.18M Buy
239,832
+2,736
+1% +$36K 1.51% 15
2020
Q2 		$2.9M Buy
237,096
+6,600
+3% +$76.1K 1.47% 16
2020
Q1 		$2.32M Buy
230,496
+3,258
+1% +$39.4K 1.38% 17
2019
Q4 		$2.91M Sell
227,238
-1,500
-0.7% -$18.4K 1.29% 17
2019
Q3 		$2.71M Buy
228,738
+594
+0.3% +$7.02K 1.18% 16
2019
Q2 		$2.68M Sell
228,144
-878,574
-79% -$10.1M 1.21% 16
2019
Q1 		$12.6M Buy
1,106,718
+47,316
+4% +$517K 5.74% 4
2018
Q4 		$10.6M Sell
1,059,402
-444
-0% -$4.8K 6.35% 4
2018
Q3 		$12.4M Sell
1,059,846
-513,288
-33% -$5.92M 7.07% 2
2018
Q2 		$17.3M Sell
1,573,134
-16,248
-1% -$178K 8.76% 1
2018
Q1 		$16.9M Buy
1,589,382
+18,024
+1% +$198K 8.95% 1
2017
Q4 		$16.9M Sell
1,571,358
-11,118
-0.7% -$117K 8.63% 1
2017
Q3 		$16.1M Buy
1,582,476
+16,872
+1% +$167K 8.74% 1
2017
Q2 		$15.3M Buy
1,565,604
+186,780
+14% +$1.8M 8.97% 3
2017
Q1 		$13.1M Buy
1,378,824
+64,242
+5% +$603K 8.36% 3
2016
Q4 		$11.9M Sell
1,314,582
-453,024
-26% -$3.99M 8.62% 3
2016
Q3 		$15.4M Sell
1,767,606
-871,932
-33% -$7.57M 13.72% 2
2016
Q2 		$22.1M Sell
2,639,538
-9,774
-0.4% -$81.1K 16.93% 1
2016
Q1 		$21.8M Buy
2,649,312
+24,288
+0.9% +$189K 14.95% 1
2015
Q4 		$21.5M Buy
2,625,024
+1,437,402
+121% +$11.9M 15.26% 1
2015
Q3 		$9.18M Buy
1,187,622
+390,300
+49% +$3.21M 7.99% 2
2015
Q2 		$6.67M Buy
797,322
+7,536
+1% +$64.4K 4.93% 4
2015
Q1 		$6.64M Buy
789,786
+380,526
+93% +$3.18M 5.61% 4
2014
Q4 		$3.4M Buy
+409,260
New +$3.31M 2.24% 15

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Financial Consulate's SCHB Position: Q1 2026 in Review

Financial Consulate reduced its Schwab US Broad Market ETF (SCHB) stake by 3.4% in Q1 2026, selling an estimated $99.6K and leaving 106,928 shares worth $2.68M. The position accounts for 0.33% of the portfolio, ranked #27.

Financial Consulate first reported a position in SCHB in Q4 2014 and has held it in 46 quarters since. The position peaked at $22.1M in Q2 2016. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Financial Consulate held 106,928 shares of Schwab US Broad Market ETF worth $2.68M as of Q1 2026.
  • Financial Consulate sold 3,795 Schwab US Broad Market ETF shares in Q1 2026, an estimated $99.6K.
  • Schwab US Broad Market ETF made up 0.33% of Financial Consulate's portfolio in Q1 2026, its #27 holding.
  • Financial Consulate first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 46 quarters since.
  • Financial Consulate's Schwab US Broad Market ETF position peaked at $22.1M in Q2 2016.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.