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

FSM 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 Q2	$1.94M	Buy	66,877 +58	+0.1%	+$1.62K	0.21%	67
2026 Q1	$1.68M	Buy	66,819 +70	+0.1%	+$1.84K	0.22%	61
2025 Q4	$1.75M	Buy	66,749 +68	+0.1%	+$1.77K	0.24%	58
2025 Q3	$1.71M	Buy	66,681 +63	+0.1%	+$1.56K	0.24%	65
2025 Q2	$1.6M	Buy	66,618 +2,364	+4%	+$52.1K	0.26%	58
2025 Q1	$1.38M	Sell	64,254 -4,707	-7%	-$107K	0.31%	45
2024 Q4	$1.58M	Buy	68,961 +72	+0.1%	+$1.65K	0.39%	44
2024 Q3	$1.53M	Buy	68,889 +20,379	+42%	+$435K	0.41%	42
2024 Q2	$1.02M	Hold	48,510	–	–	0.34%	51
2024 Q1	$987K	Buy	48,510 +4,770	+11%	+$92.3K	0.35%	50
2023 Q4	$812K	Hold	43,740	–	–	0.35%	53
2023 Q3	$727K	Hold	43,740	–	–	0.37%	53
2023 Q2	$755K	Hold	43,740	–	–	0.38%	56
2023 Q1	$698K	Buy	43,740 +9,000	+26%	+$141K	0.4%	59
2022 Q4	$519K	Hold	34,740	–	–	0.37%	69
2022 Q3	$486K	Buy	+34,740	New	+$540K	0.4%	68

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

FSM Wealth Advisors's SCHB Position: Q2 2026 in Review

FSM Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.09% in Q2 2026, buying an estimated $1.62K and bringing the position to 66,877 shares worth $1.94M. The position accounts for 0.21% of the portfolio, ranked #67.

FSM Wealth Advisors first reported a position in SCHB in Q3 2022 and has held it in 16 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

FSM Wealth Advisors held 66,877 shares of Schwab US Broad Market ETF worth $1.94M as of Q2 2026.
FSM Wealth Advisors bought 58 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.62K.
Schwab US Broad Market ETF made up 0.21% of FSM Wealth Advisors's portfolio in Q2 2026, its #67 holding.
FSM Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2022 and has held it in 16 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.