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

Focus Financial Network’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 		$20.6M Buy
710,192
+10,501
+2% +$294K 0.64% 31
2026
Q1 		$17.6M Buy
699,691
+37,932
+6% +$995K 0.63% 30
2025
Q4 		$17.4M Buy
661,759
+11,574
+2% +$301K 0.6% 31
2025
Q3 		$16.7M Sell
650,185
-38,403
-6% -$951K 0.6% 33
2025
Q2 		$16.4M Sell
688,588
-245,935
-26% -$5.42M 0.65% 30
2025
Q1 		$20.1M Buy
934,523
+33,700
+4% +$767K 0.82% 24
2024
Q4 		$20.4M Sell
900,823
-83,180
-8% -$1.9M 0.81% 23
2024
Q3 		$21.8M Sell
984,003
-14,244
-1% -$304K 0.89% 22
2024
Q2 		$21.5M Sell
998,247
-185,151
-16% -$3.75M 0.92% 22
2024
Q1 		$22.9M Sell
1,183,398
-46,767
-4% -$905K 1.12% 18
2023
Q4 		$22.8M Sell
1,230,165
-539,058
-30% -$9.31M 0.86% 19
2023
Q3 		$29.4M Sell
1,769,223
-43,035
-2% -$745K 1.66% 10
2023
Q2 		$31.2M Buy
1,812,258
+59,289
+3% +$966K 1.73% 9
2023
Q1 		$28M Sell
1,752,969
-388,764
-18% -$6.08M 1.74% 9
2022
Q4 		$32M Buy
2,141,733
+56,010
+3% +$842K 2.6% 5
2022
Q3 		$29.2M Sell
2,085,723
-647,553
-24% -$10.1M 2.52% 6
2022
Q2 		$40.3M Sell
2,733,276
-161,007
-6% -$2.58M 3.33% 4
2022
Q1 		$51.5M Buy
+2,894,283
New +$50.8M 3.59% 4
2021
Q1 		– Sell
-2,406,096
Closed -$36.5M – 513
2020
Q4 		$36.5M Buy
2,406,096
+191,364
+9% +$2.73M 3.23% 6
2020
Q3 		$29.4M Buy
2,214,732
+318,162
+17% +$4.18M 2.74% 6
2020
Q2 		$23.2M Sell
1,896,570
-232,632
-11% -$2.68M 2.58% 7
2020
Q1 		$21.4M Buy
2,129,202
+138,678
+7% +$1.68M 2.88% 5
2019
Q4 		$25.5M Sell
1,990,524
-303,576
-13% -$3.72M 3.13% 4
2019
Q3 		$27.2M Buy
2,294,100
+75,852
+3% +$896K 3.76% 3
2019
Q2 		$26.2M Sell
2,218,248
-6,846
-0.3% -$79.1K 3.88% 4
2019
Q1 		$25.2M Buy
+2,225,094
New +$24.3M 4.05% 3

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 $103B AUM 28.65% 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

Focus Financial Network's SCHB Position: Q2 2026 in Review

Focus Financial Network increased its Schwab US Broad Market ETF (SCHB) stake by 1.5% in Q2 2026, buying an estimated $294K and bringing the position to 710,192 shares worth $20.6M. The position accounts for 0.64% of the portfolio, ranked #31.

Focus Financial Network first reported a position in SCHB in Q1 2019 and has held it in 26 quarters since. The position peaked at $51.5M in Q1 2022. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Focus Financial Network held 710,192 shares of Schwab US Broad Market ETF worth $20.6M as of Q2 2026.
  • Focus Financial Network bought 10,501 Schwab US Broad Market ETF shares in Q2 2026, an estimated $294K.
  • Schwab US Broad Market ETF made up 0.64% of Focus Financial Network's portfolio in Q2 2026, its #31 holding.
  • Focus Financial Network first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 26 quarters since.
  • Focus Financial Network's Schwab US Broad Market ETF position peaked at $51.5M in Q1 2022.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.