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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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
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

Heritage Wealth Architects's SCHB Position: Q2 2026 in Review

Heritage Wealth Architects increased its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q2 2026, buying an estimated $564K and bringing the position to 1,522,245 shares worth $44.1M. The position accounts for 17.55% of the portfolio, ranked #1.

Heritage Wealth Architects first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Heritage Wealth Architects held 1,522,245 shares of Schwab US Broad Market ETF worth $44.1M as of Q2 2026.
  • Heritage Wealth Architects bought 20,153 Schwab US Broad Market ETF shares in Q2 2026, an estimated $564K.
  • Schwab US Broad Market ETF made up 17.55% of Heritage Wealth Architects's portfolio in Q2 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 6 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.