FHC
SCHB icon

First Heartland Consultants’s Schwab US Broad Market ETF SCHB Stock Holding History

First Heartland Consultants’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
Q3 		$823K Buy
28,066
+7,230
+35% +$212K 0.05% 244
2026
Q2 		$603K Buy
+20,836
New +$583K 0.04% 291

Other funds holding SCHB

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

First Heartland Consultants's SCHB Position: Q3 2026 in Review

First Heartland Consultants increased its Schwab US Broad Market ETF (SCHB) stake by 35% in Q3 2026, buying an estimated $212K and bringing the position to 28,066 shares worth $823K. The position accounts for 0.05% of the portfolio, ranked #244.

First Heartland Consultants first reported a position in SCHB in Q2 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • First Heartland Consultants held 28,066 shares of Schwab US Broad Market ETF worth $823K as of Q3 2026.
  • First Heartland Consultants bought 7,230 Schwab US Broad Market ETF shares in Q3 2026, an estimated $212K.
  • Schwab US Broad Market ETF made up 0.05% of First Heartland Consultants's portfolio in Q3 2026, its #244 holding.
  • First Heartland Consultants first reported a position in Schwab US Broad Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.