Foster Group
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Foster Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Foster Group’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
Q3 		$3.34M Buy
114,093
+619
+0.5% +$18.2K 0.09% 67
2026
Q2 		$3.29M Sell
113,474
-1,214
-1% -$34K 0.09% 67
2026
Q1 		$2.88M Buy
114,688
+11,818
+11% +$310K 0.09% 70
2025
Q4 		$2.7M Buy
102,870
+1,337
+1% +$34.8K 0.08% 70
2025
Q3 		$2.61M Buy
101,533
+893
+0.9% +$22.1K 0.08% 69
2025
Q2 		$2.4M Buy
100,640
+4,291
+4% +$94.5K 0.08% 66
2025
Q1 		$2.07M Buy
96,349
+777
+0.8% +$17.7K 0.08% 65
2024
Q4 		$2.17M Sell
95,572
-4,466
-4% -$102K 0.08% 60
2024
Q3 		$2.22M Buy
100,038
+1,659
+2% +$35.4K 0.08% 61
2024
Q2 		$2.06M Hold
98,379
– – 0.08% 64
2024
Q1 		$2M Buy
98,379
+11,010
+13% +$213K 0.1% 59
2023
Q4 		$1.45M Hold
87,369
– – 0.09% 59
2023
Q3 		$1.45M Sell
87,369
-5,427
-6% -$93.9K 0.09% 59
2023
Q2 		$1.6M Buy
92,796
+135
+0.1% +$2.2K 0.1% 56
2023
Q1 		$1.48M Buy
92,661
+4,197
+5% +$65.6K 0.09% 57
2022
Q4 		$1.32M Sell
88,464
-2,250
-2% -$33.8K 0.1% 54
2022
Q3 		$1.27M Buy
90,714
+2,313
+3% +$36K 0.1% 53
2022
Q2 		$1.3M Buy
88,401
+7,167
+9% +$115K 0.09% 54
2022
Q1 		$1.45M Buy
81,234
+18,012
+28% +$316K 0.12% 48
2021
Q4 		$1.19M Sell
63,222
-15,336
-20% -$282K 0.1% 51
2021
Q3 		$1.36M Buy
78,558
+126
+0.2% +$2.24K 0.13% 39
2021
Q2 		$1.36M Buy
78,432
+3,894
+5% +$65.9K 0.16% 36
2021
Q1 		$1.2M Buy
74,538
+26,214
+54% +$413K 0.19% 32
2020
Q4 		$731K Buy
+48,324
New +$688K 0.14% 44

Other funds holding SCHB

Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group's SCHB Position: Q3 2026 in Review

Foster Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.55% in Q3 2026, buying an estimated $18.2K and bringing the position to 114,093 shares worth $3.34M. The position accounts for 0.09% of the portfolio, ranked #67.

Foster Group first reported a position in SCHB in Q4 2020 and has held it in 24 quarters since. 293 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Foster Group held 114,093 shares of Schwab US Broad Market ETF worth $3.34M as of Q3 2026.
  • Foster Group bought 619 Schwab US Broad Market ETF shares in Q3 2026, an estimated $18.2K.
  • Schwab US Broad Market ETF made up 0.09% of Foster Group's portfolio in Q3 2026, its #67 holding.
  • Foster Group first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 24 quarters since.
  • 293 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.