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Fragasso Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Fragasso Financial Advisors’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 		$399K Buy
13,771
+11
+0.1% +$308 0.02% 242
2026
Q1 		$350K Buy
13,760
+2,377
+21% +$62.4K 0.02% 242
2025
Q4 		$299K Buy
11,383
+7
+0.1% +$182 0.02% 246
2025
Q3 		$294K Sell
11,376
-25
-0.2% -$619 0.02% 242
2025
Q2 		$272K Sell
11,401
-2,666
-19% -$58.7K 0.02% 235
2025
Q1 		$303K Buy
14,067
+43
+0.3% +$978 0.02% 212
2024
Q4 		$318K Buy
14,024
+47
+0.3% +$1.07K 0.02% 200
2024
Q3 		$310K Buy
13,977
+78
+0.6% +$1.67K 0.02% 208
2024
Q2 		$291K Hold
13,899
– – 0.02% 211
2024
Q1 		$283K Buy
13,899
+12
+0.1% +$232 0.02% 215
2023
Q4 		$258K Buy
+13,887
New +$240K 0.02% 220

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

Fragasso Financial Advisors's SCHB Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.08% in Q2 2026, buying an estimated $308 and bringing the position to 13,771 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #242.

Fragasso Financial Advisors first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Fragasso Financial Advisors held 13,771 shares of Schwab US Broad Market ETF worth $399K as of Q2 2026.
  • Fragasso Financial Advisors bought 11 Schwab US Broad Market ETF shares in Q2 2026, an estimated $308.
  • Schwab US Broad Market ETF made up 0.02% of Fragasso Financial Advisors's portfolio in Q2 2026, its #242 holding.
  • Fragasso Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.