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

Focus Partners Wealth’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 		$69M Sell
2,383,777
-270,382
-10% -$7.57M 0.07% 255
2026
Q1 		$66.6M Buy
2,654,159
+28,106
+1% +$738K 0.07% 238
2025
Q4 		$68.9M Buy
2,626,053
+1,485,838
+130% +$38.7M 0.08% 227
2025
Q3 		$29.3M Sell
1,140,215
-109,821
-9% -$2.72M 0.05% 317
2025
Q2 		$29.8M Buy
1,250,036
+134,464
+12% +$2.96M 0.06% 274
2025
Q1 		$24M Buy
1,115,572
+9,293
+0.8% +$211K 0.06% 285
2024
Q4 		$25.1M Buy
1,106,279
+581,081
+111% +$13.3M 0.07% 275
2024
Q3 		$11.6M Sell
525,198
-39,582
-7% -$845K 0.04% 377
2024
Q2 		$11.8M Buy
564,780
+389,187
+222% +$7.89M 0.04% 345
2024
Q1 		$3.57M Buy
175,593
+24,255
+16% +$469K 0.03% 385
2023
Q4 		$2.81M Buy
+151,338
New +$2.61M 0.04% 310

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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 $104B AUM 28.3% 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 Wealth's SCHB Position: Q2 2026 in Review

Focus Partners Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 10% in Q2 2026, selling an estimated $7.57M and leaving 2,383,777 shares worth $69M. The position accounts for 0.07% of the portfolio, ranked #255.

Focus Partners Wealth first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Focus Partners Wealth held 2,383,777 shares of Schwab US Broad Market ETF worth $69M as of Q2 2026.
  • Focus Partners Wealth sold 270,382 Schwab US Broad Market ETF shares in Q2 2026, an estimated $7.57M.
  • Schwab US Broad Market ETF made up 0.07% of Focus Partners Wealth's portfolio in Q2 2026, its #255 holding.
  • Focus Partners Wealth first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.