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

Frazier 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 		$82.9K Buy
2,864
+1
+0% +$28 0.04% 137
2026
Q1 		$71.9K Buy
2,863
+107
+4% +$2.81K 0.04% 145
2025
Q4 		$72.3K Hold
2,756
– – 0.04% 133
2025
Q3 		$70.9K Hold
2,756
– – 0.04% 130
2025
Q2 		$65.7K Buy
2,756
+434
+19% +$9.56K 0.05% 125
2025
Q1 		$50K Hold
2,322
– – 0.04% 135
2024
Q4 		$52.9K Hold
2,322
– – 0.04% 129
2024
Q3 		$51.5K Sell
2,322
-96
-4% -$2.05K 0.04% 140
2024
Q2 		$50.7K Sell
2,418
-90
-4% -$1.82K 0.04% 148
2024
Q1 		$51K Sell
2,508
-66
-3% -$1.28K 0.04% 153
2023
Q4 		$47.8K Buy
+2,574
New +$44.5K 0.04% 141

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

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

Frazier Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.03% in Q2 2026, buying an estimated $28 and bringing the position to 2,864 shares worth $82.9K. The position accounts for 0.04% of the portfolio, ranked #137.

Frazier Financial Advisors first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Frazier Financial Advisors held 2,864 shares of Schwab US Broad Market ETF worth $82.9K as of Q2 2026.
  • Frazier Financial Advisors bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up 0.04% of Frazier Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • Frazier Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.