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Hershey Financial Advisers’s Schwab US Broad Market ETF SCHB Stock Holding History

Hershey Financial Advisers’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
Q1 		– Sell
-23,174
Closed -$608K – 102
2025
Q4 		$608K Sell
23,174
-1,330
-5% -$34.6K 0.51% 57
2025
Q3 		$630K Buy
+24,504
New +$607K 0.54% 52
2024
Q4 		$1.61M Buy
+70,999
New +$1.62M 1.42% 30
2024
Q2 		$3.58K Buy
+171
New +$3.46K ﹤0.01% 124

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Hershey Financial Advisers's SCHB Position: Q1 2026 in Review

Hershey Financial Advisers sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 23,174 shares — an estimated $608K sold.

Hershey Financial Advisers first reported a position in SCHB in Q2 2024 and held it in 4 quarters. The position peaked at $1.61M in Q4 2024. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Hershey Financial Advisers reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 23,174 Schwab US Broad Market ETF shares in Q1 2026, an estimated $608K.
  • Hershey Financial Advisers first reported a position in Schwab US Broad Market ETF in Q2 2024 and held it in 4 quarters.
  • Hershey Financial Advisers's Schwab US Broad Market ETF position peaked at $1.61M in Q4 2024.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.