FFA
SCHB icon

Founders Financial Alliance’s Schwab US Broad Market ETF SCHB Stock Holding History

Founders Financial Alliance’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 		$419K Buy
14,465
+2,536
+21% +$71K 0.06% 268
2026
Q1 		$299K Buy
11,929
+28
+0.2% +$735 0.05% 296
2025
Q4 		$312K Buy
11,901
+20
+0.2% +$521 0.06% 271
2025
Q3 		$305K Buy
11,881
+19
+0.2% +$470 0.06% 285
2025
Q2 		$283K Buy
11,862
+49
+0.4% +$1.08K 0.06% 265
2025
Q1 		$254K Buy
11,813
+713
+6% +$16.2K 0.06% 287
2024
Q4 		$252K Sell
11,100
-42
-0.4% -$959 0.07% 242
2024
Q3 		$247K Hold
11,142
– – 0.07% 249
2024
Q2 		$233K Buy
11,142
+11,100
+26,429% +$225K 0.07% 246
2024
Q1 		$855 Buy
+42
New +$813 ﹤0.01% 549

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

Founders Financial Alliance's SCHB Position: Q2 2026 in Review

Founders Financial Alliance increased its Schwab US Broad Market ETF (SCHB) stake by 21% in Q2 2026, buying an estimated $71K and bringing the position to 14,465 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #268.

Founders Financial Alliance first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Founders Financial Alliance held 14,465 shares of Schwab US Broad Market ETF worth $419K as of Q2 2026.
  • Founders Financial Alliance bought 2,536 Schwab US Broad Market ETF shares in Q2 2026, an estimated $71K.
  • Schwab US Broad Market ETF made up 0.06% of Founders Financial Alliance's portfolio in Q2 2026, its #268 holding.
  • Founders Financial Alliance first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.