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

Guardian 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 		– Sell
-11,402
Closed -$286K – 73
2026
Q1 		$286K Buy
11,402
+341
+3% +$8.95K 0.12% 59
2025
Q4 		$290K Sell
11,061
-118
-1% -$3.07K 0.12% 61
2025
Q3 		$287K Sell
11,179
-8
-0.1% -$198 0.12% 57
2025
Q2 		$267K Buy
11,187
+2
+0% +$44 0.12% 54
2025
Q1 		$241K Buy
11,185
+3
+0% +$68 0.12% 54
2024
Q4 		$254K Buy
11,182
+238
+2% +$5.44K 0.15% 47
2024
Q3 		$243K Hold
10,944
– – 0.15% 42
2024
Q2 		$229K Hold
10,944
– – 0.15% 43
2024
Q1 		$223K Sell
10,944
-27
-0.2% -$522 0.15% 44
2023
Q4 		$204K Buy
+10,971
New +$189K 0.17% 44
2022
Q2 		– Sell
-12,222
Closed -$204K – 44
2022
Q1 		$204K Sell
12,222
-288
-2% -$5.05K 0.21% 37
2021
Q4 		$236K Buy
+12,510
New +$230K 0.23% 34

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

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

Guardian Financial Partners sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 11,402 shares — an estimated $286K sold.

Guardian Financial Partners first reported a position in SCHB in Q4 2021 and held it in 12 quarters. The position peaked at $290K in Q4 2025. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Guardian Financial Partners reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Financial Partners sold 11,402 Schwab US Broad Market ETF shares in Q2 2026, an estimated $286K.
  • Guardian Financial Partners first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 12 quarters.
  • Guardian Financial Partners's Schwab US Broad Market ETF position peaked at $290K in Q4 2025.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.