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

Helium 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	$308K	Buy	+10,632	New	+$298K	0.26%	80

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

Helium Advisors's SCHB Position: Q2 2026 in Review

Helium Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 10,632 shares worth $308K. The stake represents 0.26% of the portfolio and ranks #80 among its holdings.

1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Helium Advisors held 10,632 shares of Schwab US Broad Market ETF worth $308K as of Q2 2026.
Schwab US Broad Market ETF was a new Helium Advisors position in Q2 2026.
Schwab US Broad Market ETF made up 0.26% of Helium Advisors's portfolio in Q2 2026, its #80 holding.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.