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

Financial Perspectives’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	$21K	Buy	727 +2	+0.3%	+$56	0.01%	450
2026 Q1	$18.2K	Buy	725 +2	+0.3%	+$52	0.01%	450
2025 Q4	$19K	Buy	723 +3	+0.4%	+$78	0.01%	443
2025 Q3	$18.5K	Buy	720 +2	+0.3%	+$50	0.01%	441
2025 Q2	$17.1K	Buy	718 +2	+0.3%	+$44	0.01%	447
2025 Q1	$15.4K	Buy	716 +2	+0.3%	+$45	0.01%	443
2024 Q4	$16.2K	Buy	714 +3	+0.4%	+$69	0.01%	443
2024 Q3	$15.8K	Buy	711 +3	+0.4%	+$64	0.01%	419
2024 Q2	$14.8K	Hold	708	–	–	0.01%	417
2024 Q1	$14.4K	Buy	708 +3	+0.4%	+$58	0.01%	423
2023 Q4	$13.1K	Buy	705 +3	+0.4%	+$52	0.01%	436
2023 Q3	$11.7K	Hold	702	–	–	0.01%	429
2023 Q2	$12.1K	Hold	702	–	–	0.01%	431
2023 Q1	$11.2K	Hold	702	–	–	0.01%	434
2022 Q4	$10.5K	Hold	702	–	–	0.01%	438
2022 Q3	$9.83K	Hold	702	–	–	0.01%	440
2022 Q2	$10.3K	Buy	702 +204	+41%	+$3.27K	0.01%	438
2022 Q1	$8.86K	Hold	498	–	–	﹤0.01%	476
2021 Q4	$9.38K	Hold	498	–	–	﹤0.01%	447
2021 Q3	$8.62K	Hold	498	–	–	﹤0.01%	459
2021 Q2	$8.65K	Hold	498	–	–	﹤0.01%	478
2021 Q1	$8.03K	Hold	498	–	–	﹤0.01%	459
2020 Q4	$7.55K	Hold	498	–	–	﹤0.01%	431
2020 Q3	$6.61K	Hold	498	–	–	﹤0.01%	397
2020 Q2	$6.1K	Hold	498	–	–	﹤0.01%	395
2020 Q1	$5.02K	Buy	498 +216	+77%	+$2.61K	﹤0.01%	381
2019 Q4	$3.61K	Buy	+282	New	+$3.46K	﹤0.01%	417

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 $104B AUM 28.3% 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 Perspectives's SCHB Position: Q2 2026 in Review

Financial Perspectives increased its Schwab US Broad Market ETF (SCHB) stake by 0.28% in Q2 2026, buying an estimated $56 and bringing the position to 727 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #450.

Financial Perspectives first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Financial Perspectives held 727 shares of Schwab US Broad Market ETF worth $21K as of Q2 2026.
Financial Perspectives bought 2 Schwab US Broad Market ETF shares in Q2 2026, an estimated $56.
Schwab US Broad Market ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #450 holding.
Financial Perspectives first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.