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Fonville Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Fonville Wealth Management’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 		$1.57M Sell
54,129
-791
-1% -$22.1K 0.26% 58
2026
Q1 		$1.38M Sell
54,920
-844
-2% -$22.1K 0.26% 59
2025
Q4 		$1.46M Sell
55,764
-3,151
-5% -$82K 0.3% 56
2025
Q3 		$1.51M Sell
58,915
-2,221
-4% -$55K 0.34% 50
2025
Q2 		$1.46M Sell
61,136
-501
-0.8% -$11K 0.37% 49
2025
Q1 		$1.31M Sell
61,637
-2,115
-3% -$48.1K 0.39% 50
2024
Q4 		$1.45M Sell
63,752
-1,054
-2% -$24.1K 0.48% 44
2024
Q3 		$1.44M Sell
64,806
-2,550
-4% -$54.4K 0.5% 45
2024
Q2 		$1.42M Sell
67,356
-1,065
-2% -$21.6K 0.56% 45
2024
Q1 		$1.39M Sell
68,421
-315
-0.5% -$6.09K 0.62% 45
2023
Q4 		$1.28M Buy
+68,736
New +$1.19M 0.68% 45

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 $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

Fonville Wealth Management's SCHB Position: Q2 2026 in Review

Fonville Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.4% in Q2 2026, selling an estimated $22.1K and leaving 54,129 shares worth $1.57M. The position accounts for 0.26% of the portfolio, ranked #58.

Fonville Wealth Management 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.

  • Fonville Wealth Management held 54,129 shares of Schwab US Broad Market ETF worth $1.57M as of Q2 2026.
  • Fonville Wealth Management sold 791 Schwab US Broad Market ETF shares in Q2 2026, an estimated $22.1K.
  • Schwab US Broad Market ETF made up 0.26% of Fonville Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Fonville Wealth Management 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 Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.