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

Heritage Oak 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	$533K	Sell	18,391 -1,040	-5%	-$29.1K	0.16%	54
2026 Q1	$488K	Sell	19,431 -689	-3%	-$18.1K	0.16%	44
2025 Q4	$528K	Sell	20,120 -1,351	-6%	-$35.2K	0.2%	46
2025 Q3	$552K	Sell	21,471 -171	-0.8%	-$4.23K	0.2%	42
2025 Q2	$516K	Sell	21,642 -544	-2%	-$12K	0.2%	45
2025 Q1	$478K	Sell	22,186 -534	-2%	-$12.1K	0.21%	46
2024 Q4	$516K	Buy	+22,720	New	+$519K	0.24%	43
2024 Q3	–	Sell	-24,453	Closed	-$512K	–	200
2024 Q2	$512K	Buy	+24,453	New	+$495K	0.26%	54

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Heritage Oak Wealth Advisors's SCHB Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 5.4% in Q2 2026, selling an estimated $29.1K and leaving 18,391 shares worth $533K. The position accounts for 0.16% of the portfolio, ranked #54.

Heritage Oak Wealth Advisors first reported a position in SCHB in Q2 2024 and has held it in 8 quarters since. The position peaked at $552K in Q3 2025. 529 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Heritage Oak Wealth Advisors held 18,391 shares of Schwab US Broad Market ETF worth $533K as of Q2 2026.
Heritage Oak Wealth Advisors sold 1,040 Schwab US Broad Market ETF shares in Q2 2026, an estimated $29.1K.
Schwab US Broad Market ETF made up 0.16% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Heritage Oak Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Oak Wealth Advisors's Schwab US Broad Market ETF position peaked at $552K in Q3 2025.
529 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.