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 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

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

Goldstein Advisors's SCHB Position: Q2 2026 in Review

Goldstein Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 25% in Q2 2026, buying an estimated $85.8K and bringing the position to 15,294 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #146.

Goldstein Advisors first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Goldstein Advisors held 15,294 shares of Schwab US Broad Market ETF worth $443K as of Q2 2026.
Goldstein Advisors bought 3,064 Schwab US Broad Market ETF shares in Q2 2026, an estimated $85.8K.
Schwab US Broad Market ETF made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #146 holding.
Goldstein Advisors first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.