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FRG Family Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

FRG Family Wealth 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
Q1 		$629K Buy
25,075
+7,202
+40% +$189K 0.1% 105
2025
Q4 		$469K Buy
17,873
+802
+5% +$20.9K 0.07% 115
2025
Q3 		$439K Buy
17,071
+1,242
+8% +$30.7K 0.07% 116
2025
Q2 		$377K Buy
15,829
+1,002
+7% +$22.1K 0.07% 116
2025
Q1 		$319K Buy
14,827
+3
+0% +$68 0.06% 122
2024
Q4 		$337K Buy
14,824
+2,266
+18% +$51.8K 0.06% 119
2024
Q3 		$278K Buy
12,558
+3
+0% +$64 0.05% 135
2024
Q2 		$253K Buy
12,555
+3
+0% +$61 0.05% 131
2024
Q1 		$244K Hold
12,552
– – 0.05% 130
2023
Q4 		$233K Buy
12,552
+3
+0% +$52 0.05% 137
2023
Q3 		$209K Buy
12,549
+3
+0% +$52 0.05% 137
2023
Q2 		$216K Buy
12,546
+3
+0% +$49 0.05% 130
2023
Q1 		$200K Buy
+12,543
New +$196K 0.05% 141
2022
Q2 		– Sell
-12,531
Closed -$223K – 144
2022
Q1 		$223K Sell
12,531
-3
-0% -$53 0.04% 140
2021
Q4 		$236K Buy
12,534
+6
+0% +$110 0.04% 136
2021
Q3 		$217K Hold
12,528
– – 0.04% 130
2021
Q2 		$218K Hold
12,528
– – 0.04% 133
2021
Q1 		$202K Buy
+12,528
New +$198K 0.04% 132
2018
Q3 		– Sell
-23,040
Closed -$253K – 149
2018
Q2 		$253K Hold
23,040
– – 0.08% 136
2018
Q1 		$245K Hold
23,040
– – 0.08% 136
2017
Q4 		$248K Hold
23,040
– – 0.08% 135
2017
Q3 		$234K Hold
23,040
– – 0.08% 133
2017
Q2 		$224K Hold
23,040
– – 0.08% 129
2017
Q1 		$219K Buy
+23,040
New +$216K 0.09% 127

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

FRG Family Wealth Advisors's SCHB Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 40% in Q1 2026, buying an estimated $189K and bringing the position to 25,075 shares worth $629K. The position accounts for 0.1% of the portfolio, ranked #105.

FRG Family Wealth Advisors first reported a position in SCHB in Q1 2017 and has held it in 24 quarters since. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • FRG Family Wealth Advisors held 25,075 shares of Schwab US Broad Market ETF worth $629K as of Q1 2026.
  • FRG Family Wealth Advisors bought 7,202 Schwab US Broad Market ETF shares in Q1 2026, an estimated $189K.
  • Schwab US Broad Market ETF made up 0.1% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #105 holding.
  • FRG Family Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 24 quarters since.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.