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Financial Solutions Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Financial Solutions Advisory Group’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 		$5.96M Buy
204,818
+9,394
+5% +$263K 0.75% 25
2026
Q1 		$4.91M Buy
+195,424
New +$5.13M 0.68% 26

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Financial Solutions Advisory Group's SCHB Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Schwab US Broad Market ETF (SCHB) stake by 4.8% in Q2 2026, buying an estimated $263K and bringing the position to 204,818 shares worth $5.96M. The position accounts for 0.75% of the portfolio, ranked #25.

Financial Solutions Advisory Group first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 444 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Financial Solutions Advisory Group held 204,818 shares of Schwab US Broad Market ETF worth $5.96M as of Q2 2026.
  • Financial Solutions Advisory Group bought 9,394 Schwab US Broad Market ETF shares in Q2 2026, an estimated $263K.
  • Schwab US Broad Market ETF made up 0.75% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #25 holding.
  • Financial Solutions Advisory Group first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 444 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.