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

Goldstein 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
Q3 		$267K Sell
9,104
-6,190
-40% -$182K 0.02% 197
2026
Q2 		$443K Buy
15,294
+3,064
+25% +$85.8K 0.04% 146
2026
Q1 		$307K Buy
12,230
+1,266
+12% +$33.2K 0.03% 148
2025
Q4 		$288K Sell
10,964
-562
-5% -$14.6K 0.03% 152
2025
Q3 		$296K Buy
11,526
+820
+8% +$20.3K 0.04% 146
2025
Q2 		$255K Sell
10,706
-10
-0.1% -$220 0.03% 157
2025
Q1 		$231K Buy
+10,716
New +$244K 0.03% 167

Other funds holding SCHB

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Goldstein Advisors's SCHB Position: Q3 2026 in Review

Goldstein Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 40% in Q3 2026, selling an estimated $182K and leaving 9,104 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #197.

Goldstein Advisors first reported a position in SCHB in Q1 2025 and has held it in 7 quarters since. The position peaked at $443K in Q2 2026. 228 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Goldstein Advisors held 9,104 shares of Schwab US Broad Market ETF worth $267K as of Q3 2026.
  • Goldstein Advisors sold 6,190 Schwab US Broad Market ETF shares in Q3 2026, an estimated $182K.
  • Schwab US Broad Market ETF made up 0.02% of Goldstein Advisors's portfolio in Q3 2026, its #197 holding.
  • Goldstein Advisors first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 7 quarters since.
  • Goldstein Advisors's Schwab US Broad Market ETF position peaked at $443K in Q2 2026.
  • 228 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.