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Forum Financial Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Forum Financial 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 		$874K Sell
30,186
-316
-1% -$8.85K 0.01% 146
2026
Q1 		$766K Sell
30,502
-3,065
-9% -$80.4K 0.01% 148
2025
Q4 		$880K Buy
33,567
+2,034
+6% +$52.9K 0.01% 275
2025
Q3 		$811K Buy
31,533
+4
+0% +$99 0.01% 288
2025
Q2 		$751K Buy
31,529
+1,345
+4% +$29.6K 0.01% 281
2025
Q1 		$650K Buy
30,184
+9,704
+47% +$221K 0.01% 287
2024
Q4 		$465K Buy
20,480
+491
+2% +$11.2K 0.01% 401
2024
Q3 		$443K Buy
19,989
+324
+2% +$6.92K 0.01% 373
2024
Q2 		$412K Buy
19,665
+2,106
+12% +$42.7K 0.01% 369
2024
Q1 		$357K Buy
17,559
+6
+0% +$116 0.01% 438
2023
Q4 		$326K Buy
17,553
+6
+0% +$104 0.01% 423
2023
Q3 		$292K Sell
17,547
-1,779
-9% -$30.8K 0.01% 429
2023
Q2 		$333K Sell
19,326
-1,200
-6% -$19.6K 0.01% 400
2023
Q1 		$327K Sell
20,526
-6,156
-23% -$96.3K 0.01% 375
2022
Q4 		$399K Buy
26,682
+3,924
+17% +$59K 0.01% 310
2022
Q3 		$319K Hold
22,758
– – 0.02% 325
2022
Q2 		$335K Sell
22,758
-3,990
-15% -$64K 0.02% 324
2022
Q1 		$476K Sell
26,748
-510
-2% -$8.95K 0.02% 247
2021
Q4 		$513K Buy
+27,258
New +$501K 0.03% 242

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

Forum Financial Management's SCHB Position: Q2 2026 in Review

Forum Financial Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1% in Q2 2026, selling an estimated $8.85K and leaving 30,186 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #146.

Forum Financial Management first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $880K in Q4 2025. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Forum Financial Management held 30,186 shares of Schwab US Broad Market ETF worth $874K as of Q2 2026.
  • Forum Financial Management sold 316 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.85K.
  • Schwab US Broad Market ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #146 holding.
  • Forum Financial Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Schwab US Broad Market ETF position peaked at $880K in Q4 2025.
  • 1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.