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

Foster & Motley’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 		$672K Buy
23,193
+333
+1% +$9.32K 0.03% 284
2026
Q1 		$574K Sell
22,860
-946
-4% -$24.8K 0.03% 289
2025
Q4 		$624K Buy
23,806
+1,680
+8% +$43.7K 0.03% 269
2025
Q3 		$569K Sell
22,126
-1,810
-8% -$44.8K 0.03% 281
2025
Q2 		$570K Sell
23,936
-253
-1% -$5.57K 0.03% 275
2025
Q1 		$521K Sell
24,189
-6,086
-20% -$138K 0.03% 274
2024
Q4 		$687K Sell
30,275
-376
-1% -$8.59K 0.04% 249
2024
Q3 		$680K Sell
30,651
-570
-2% -$12.2K 0.04% 247
2024
Q2 		$654K Buy
31,221
+300
+1% +$6.08K 0.04% 242
2024
Q1 		$629K Buy
30,921
+1,542
+5% +$29.8K 0.04% 241
2023
Q4 		$545K Buy
29,379
+870
+3% +$15K 0.04% 255
2023
Q3 		$474K Sell
28,509
-2,163
-7% -$37.4K 0.04% 274
2023
Q2 		$529K Sell
30,672
-225
-0.7% -$3.67K 0.04% 281
2023
Q1 		$493K Buy
30,897
+2,043
+7% +$31.9K 0.04% 283
2022
Q4 		$431K Sell
28,854
-429
-1% -$6.45K 0.04% 291
2022
Q3 		$410K Sell
29,283
-13,197
-31% -$205K 0.04% 276
2022
Q2 		$626K Buy
42,480
+3,576
+9% +$57.4K 0.06% 232
2022
Q1 		$692K Sell
38,904
-4,050
-9% -$71.1K 0.05% 235
2021
Q4 		$809K Buy
42,954
+5,748
+15% +$106K 0.06% 207
2021
Q3 		$644K Sell
37,206
-20,160
-35% -$359K 0.05% 215
2021
Q2 		$997K Buy
57,366
+40,242
+235% +$681K 0.08% 182
2021
Q1 		$276K Buy
17,124
+1,740
+11% +$27.4K 0.02% 267
2020
Q4 		$233K Sell
15,384
-102
-0.7% -$1.45K 0.02% 274
2020
Q3 		$206K Buy
+15,486
New +$204K 0.02% 260
2020
Q1 		– Sell
-51,348
Closed -$658K – 273
2019
Q4 		$658K Buy
51,348
+276
+0.5% +$3.39K 0.08% 170
2019
Q3 		$605K Buy
+51,072
New +$603K 0.08% 170
2013
Q4 		– Sell
-29,580
Closed -$203K – 163
2013
Q3 		$203K Buy
+29,580
New +$201K 0.05% 146

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

Foster & Motley's SCHB Position: Q2 2026 in Review

Foster & Motley increased its Schwab US Broad Market ETF (SCHB) stake by 1.5% in Q2 2026, buying an estimated $9.32K and bringing the position to 23,193 shares worth $672K. The position accounts for 0.03% of the portfolio, ranked #284.

Foster & Motley first reported a position in SCHB in Q3 2013 and has held it in 27 quarters since. The position peaked at $997K in Q2 2021. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Foster & Motley held 23,193 shares of Schwab US Broad Market ETF worth $672K as of Q2 2026.
  • Foster & Motley bought 333 Schwab US Broad Market ETF shares in Q2 2026, an estimated $9.32K.
  • Schwab US Broad Market ETF made up 0.03% of Foster & Motley's portfolio in Q2 2026, its #284 holding.
  • Foster & Motley first reported a position in Schwab US Broad Market ETF in Q3 2013 and has held it in 27 quarters since.
  • Foster & Motley's Schwab US Broad Market ETF position peaked at $997K in Q2 2021.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.