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

Financial Synergies 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 		$445K Buy
15,352
+5
+0% +$140 0.04% 88
2026
Q1 		$385K Buy
15,347
+15
+0.1% +$394 0.04% 91
2025
Q4 		$402K Buy
15,332
+5
+0% +$130 0.04% 82
2025
Q3 		$394K Sell
15,327
-484
-3% -$12K 0.04% 71
2025
Q2 		$377K Buy
15,811
+50
+0.3% +$1.1K 0.04% 70
2025
Q1 		$339K Buy
15,761
+6
+0% +$136 0.04% 65
2024
Q4 		$358K Buy
15,755
+8
+0.1% +$183 0.04% 62
2024
Q3 		$349K Buy
15,747
+12
+0.1% +$256 0.04% 61
2024
Q2 		$330K Hold
15,735
– – 0.04% 60
2024
Q1 		$320K Buy
15,735
+39
+0.2% +$755 0.04% 63
2023
Q4 		$234K Sell
15,696
-24
-0.2% -$415 0.04% 64
2023
Q3 		$261K Buy
15,720
+6
+0% +$104 0.04% 62
2023
Q2 		$271K Buy
15,714
+6
+0% +$98 0.04% 63
2023
Q1 		$251K Buy
15,708
+12
+0.1% +$188 0.04% 63
2022
Q4 		$234K Buy
15,696
+12,201
+349% +$183K 0.04% 64
2022
Q3 		$48.9K Buy
3,495
+9
+0.3% +$140 0.01% 95
2022
Q2 		$51.4K Buy
+3,486
New +$56K 0.01% 104

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
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

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

Financial Synergies Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.03% in Q2 2026, buying an estimated $140 and bringing the position to 15,352 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #88.

Financial Synergies Wealth Advisors first reported a position in SCHB in Q2 2022 and has held it in 17 quarters since. 559 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Financial Synergies Wealth Advisors held 15,352 shares of Schwab US Broad Market ETF worth $445K as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 5 Schwab US Broad Market ETF shares in Q2 2026, an estimated $140.
  • Schwab US Broad Market ETF made up 0.04% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Financial Synergies Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 559 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.