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

Financial Designs’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	$3.1M	Sell	107,175 -5,248	-5%	-$147K	1.66%	12
2026 Q1	$2.82M	Sell	112,423 -4,683	-4%	-$123K	1.57%	13
2025 Q4	$3.07M	Sell	117,106 -5,970	-5%	-$155K	1.74%	13
2025 Q3	$3.23M	Sell	123,076 -8,600	-7%	-$213K	1.87%	12
2025 Q2	$3.14M	Sell	131,676 -93	-0.1%	-$2.05K	1.92%	13
2025 Q1	$2.84M	Buy	131,769 +4,701	+4%	+$107K	1.98%	12
2024 Q4	$2.88M	Sell	127,068 -5,268	-4%	-$120K	1.9%	13
2024 Q3	$2.93M	Sell	132,336 -7,491	-5%	-$160K	1.89%	13
2024 Q2	$2.93M	Sell	139,827 -1,326	-0.9%	-$26.9K	2.01%	13
2024 Q1	$2.87M	Buy	+141,153	New	+$2.73M	1.89%	13
2023 Q4	–	Sell	-366,147	Closed	-$6.08M	–	21
2023 Q3	$6.08M	Sell	366,147 -3,480	-0.9%	-$60.2K	4.58%	7
2023 Q2	$6.37M	Buy	369,627 +129,972	+54%	+$2.12M	4.65%	7
2023 Q1	$3.82M	Buy	239,655 +52,356	+28%	+$819K	2.85%	12
2022 Q4	$2.8M	Buy	+187,299	New	+$2.81M	2.11%	12

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Financial Designs's SCHB Position: Q2 2026 in Review

Financial Designs reduced its Schwab US Broad Market ETF (SCHB) stake by 4.7% in Q2 2026, selling an estimated $147K and leaving 107,175 shares worth $3.1M. The position accounts for 1.66% of the portfolio, ranked #12.

Financial Designs first reported a position in SCHB in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.37M in Q2 2023. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Financial Designs held 107,175 shares of Schwab US Broad Market ETF worth $3.1M as of Q2 2026.
Financial Designs sold 5,248 Schwab US Broad Market ETF shares in Q2 2026, an estimated $147K.
Schwab US Broad Market ETF made up 1.66% of Financial Designs's portfolio in Q2 2026, its #12 holding.
Financial Designs first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 14 quarters since.
Financial Designs's Schwab US Broad Market ETF position peaked at $6.37M in Q2 2023.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.