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Focus Partners Advisor Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Focus Partners Advisor Solutions’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 		$5.22M Buy
180,256
+15,275
+9% +$428K 0.04% 182
2026
Q1 		$4.14M Sell
164,981
-30,025
-15% -$788K 0.04% 197
2025
Q4 		$5.12M Buy
195,006
+24,133
+14% +$628K 0.06% 147
2025
Q3 		$4.47M Sell
170,873
-45,171
-21% -$1.12M 0.05% 189
2025
Q2 		$5.15M Buy
216,044
+18,232
+9% +$402K 0.07% 142
2025
Q1 		$4.26M Buy
197,812
+23,985
+14% +$546K 0.06% 151
2024
Q4 		$3.95M Sell
173,827
-19,481
-10% -$445K 0.07% 145
2024
Q3 		$4.29M Sell
193,308
-4,674
-2% -$99.8K 0.09% 113
2024
Q2 		$4.15M Buy
197,982
+8,232
+4% +$167K 0.11% 97
2024
Q1 		$3.86M Buy
189,750
+77,832
+70% +$1.51M 0.11% 103
2023
Q4 		$2.08M Sell
111,918
-19,332
-15% -$334K 0.1% 98
2023
Q3 		$2.18M Buy
131,250
+13,785
+12% +$239K 0.11% 92
2023
Q2 		$2.02M Sell
117,465
-3,048
-3% -$49.7K 0.11% 85
2023
Q1 		$1.92M Buy
120,513
+97,311
+419% +$1.52M 0.12% 78
2022
Q4 		$347K Sell
23,202
-993
-4% -$14.9K 0.03% 239
2022
Q3 		$339K Buy
24,195
+642
+3% +$9.99K 0.02% 282
2022
Q2 		$347K Buy
23,553
+5,403
+30% +$86.7K 0.03% 239
2022
Q1 		$322K Buy
+18,150
New +$319K 0.03% 230

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 Partners Advisor Solutions's SCHB Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Schwab US Broad Market ETF (SCHB) stake by 9.3% in Q2 2026, buying an estimated $428K and bringing the position to 180,256 shares worth $5.22M. The position accounts for 0.04% of the portfolio, ranked #182.

Focus Partners Advisor Solutions first reported a position in SCHB in Q1 2022 and has held it in 18 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Focus Partners Advisor Solutions held 180,256 shares of Schwab US Broad Market ETF worth $5.22M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 15,275 Schwab US Broad Market ETF shares in Q2 2026, an estimated $428K.
  • Schwab US Broad Market ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #182 holding.
  • Focus Partners Advisor Solutions first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.