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

Heartwood 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	$376K	Hold	12,993	–	–	0.03%	166
2026 Q1	$326K	Hold	12,993	–	–	0.03%	166
2025 Q4	$341K	Hold	12,993	–	–	0.03%	148
2025 Q3	$334K	Hold	12,993	–	–	0.03%	148
2025 Q2	$310K	Sell	12,993 -348	-3%	-$7.67K	0.03%	147
2025 Q1	$287K	Hold	13,341	–	–	0.03%	142
2024 Q4	$303K	Hold	13,341	–	–	0.03%	133
2024 Q3	$296K	Sell	13,341 -2,043	-13%	-$43.6K	0.03%	135
2024 Q2	$322K	Buy	+15,384	New	+$312K	0.04%	127

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 $103B AUM 28.65% 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

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

Heartwood Wealth Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 12,993 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #166.

Heartwood Wealth Advisors first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Heartwood Wealth Advisors held 12,993 shares of Schwab US Broad Market ETF worth $376K as of Q2 2026.
Heartwood Wealth Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #166 holding.
Heartwood Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.