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

Heritage Wealth Architects’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
Q3 		$45.1M Buy
1,524,591
+2,346
+0.2% +$68.8K 18.35% 1
2026
Q2 		$44.1M Buy
1,522,245
+20,153
+1% +$564K 17.55% 1
2026
Q1 		$41.8M Buy
1,502,092
+113,366
+8% +$2.97M 17.46% 1
2025
Q4 		$37M Buy
1,388,726
+163,205
+13% +$4.25M 17.28% 1
2025
Q3 		$31.5M Buy
1,225,521
+114,806
+10% +$2.84M 19.41% 1
2025
Q2 		$26.5M Buy
1,110,715
+20,346
+2% +$448K 19.49% 1
2025
Q1 		$23.5M Buy
+1,090,369
New +$24.8M 22.82% 1

Other funds holding SCHB

LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Heritage Wealth Architects's SCHB Position: Q3 2026 in Review

Heritage Wealth Architects increased its Schwab US Broad Market ETF (SCHB) stake by 0.15% in Q3 2026, buying an estimated $68.8K and bringing the position to 1,524,591 shares worth $45.1M. The position accounts for 18.35% of the portfolio, ranked #1.

Heritage Wealth Architects first reported a position in SCHB in Q1 2025 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Heritage Wealth Architects held 1,524,591 shares of Schwab US Broad Market ETF worth $45.1M as of Q3 2026.
  • Heritage Wealth Architects bought 2,346 Schwab US Broad Market ETF shares in Q3 2026, an estimated $68.8K.
  • Schwab US Broad Market ETF made up 18.35% of Heritage Wealth Architects's portfolio in Q3 2026, its #1 holding.
  • Heritage Wealth Architects first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 7 quarters since.
  • 54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.