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Financial Network Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Financial Network Wealth 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 		$71.3K Buy
2,461
+7
+0.3% +$196 0.07% 221
2026
Q1 		$61.6K Buy
2,454
+7
+0.3% +$184 0.06% 242
2025
Q4 		$64.2K Buy
2,447
+7
+0.3% +$182 0.07% 233
2025
Q3 		$62.7K Buy
2,440
+7
+0.3% +$173 0.07% 227
2025
Q2 		$58K Buy
2,433
+8
+0.3% +$176 0.07% 238
2025
Q1 		$52.2K Buy
+2,425
New +$55.2K 0.07% 238

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

Financial Network Wealth Advisors's SCHB Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.29% in Q2 2026, buying an estimated $196 and bringing the position to 2,461 shares worth $71.3K. The position accounts for 0.07% of the portfolio, ranked #221.

Financial Network Wealth Advisors first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Financial Network Wealth Advisors held 2,461 shares of Schwab US Broad Market ETF worth $71.3K as of Q2 2026.
  • Financial Network Wealth Advisors bought 7 Schwab US Broad Market ETF shares in Q2 2026, an estimated $196.
  • Schwab US Broad Market ETF made up 0.07% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #221 holding.
  • Financial Network Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.