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

Financial Freedom LLC’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 		– Sell
-388
Closed -$9.75K – 331
2026
Q1 		$9.75K Buy
388
+1
+0.3% +$26 ﹤0.01% 301
2025
Q4 		$10.2K Buy
387
+1
+0.3% +$26 0.01% 266
2025
Q3 		$9.93K Buy
386
+1
+0.3% +$25 ﹤0.01% 276
2025
Q2 		$9.18K Buy
385
+1
+0.3% +$22 ﹤0.01% 282
2025
Q1 		$8.27K Buy
384
+1
+0.3% +$23 ﹤0.01% 288
2024
Q4 		$8.69K Buy
383
+2
+0.5% +$46 ﹤0.01% 281
2024
Q3 		$8.46K Buy
381
+3
+0.8% +$64 ﹤0.01% 286
2024
Q2 		$7.94K Hold
378
– – ﹤0.01% 290
2024
Q1 		$7.71K Hold
378
– – ﹤0.01% 288
2023
Q4 		$7.01K Buy
378
+3
+0.8% +$52 ﹤0.01% 290
2023
Q3 		$6.25K Hold
375
– – ﹤0.01% 302
2023
Q2 		$6.46K Sell
375
-633
-63% -$10.3K ﹤0.01% 302
2023
Q1 		$16.1K Buy
+1,008
New +$15.8K 0.01% 229

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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

Financial Freedom LLC's SCHB Position: Q2 2026 in Review

Financial Freedom LLC sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 388 shares — an estimated $9.75K sold.

Financial Freedom LLC first reported a position in SCHB in Q1 2023 and held it in 13 quarters. The position peaked at $16.1K in Q1 2023. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Financial Freedom LLC reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 388 Schwab US Broad Market ETF shares in Q2 2026, an estimated $9.75K.
  • Financial Freedom LLC first reported a position in Schwab US Broad Market ETF in Q1 2023 and held it in 13 quarters.
  • Financial Freedom LLC's Schwab US Broad Market ETF position peaked at $16.1K in Q1 2023.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.