FFP
SCHB icon

Freedom Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Freedom Financial Partners’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 		$1.53M Sell
52,882
-258
-0.5% -$7.22K 0.5% 33
2026
Q1 		$1.33M Sell
53,140
-1,537
-3% -$40.3K 0.48% 32
2025
Q4 		$1.43M Sell
54,677
-116
-0.2% -$3.02K 0.52% 31
2025
Q3 		$1.41M Sell
54,793
-1,760
-3% -$43.6K 0.54% 32
2025
Q2 		$1.35M Sell
56,553
-2,595
-4% -$57.2K 0.57% 30
2025
Q1 		$1.27M Sell
59,148
-1,329
-2% -$30.2K 0.59% 30
2024
Q4 		$1.37M Buy
+60,477
New +$1.38M 0.66% 29

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 $103B AUM 28.65% 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

Freedom Financial Partners's SCHB Position: Q2 2026 in Review

Freedom Financial Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 0.49% in Q2 2026, selling an estimated $7.22K and leaving 52,882 shares worth $1.53M. The position accounts for 0.5% of the portfolio, ranked #33.

Freedom Financial Partners first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Freedom Financial Partners held 52,882 shares of Schwab US Broad Market ETF worth $1.53M as of Q2 2026.
  • Freedom Financial Partners sold 258 Schwab US Broad Market ETF shares in Q2 2026, an estimated $7.22K.
  • Schwab US Broad Market ETF made up 0.5% of Freedom Financial Partners's portfolio in Q2 2026, its #33 holding.
  • Freedom Financial Partners first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.