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

HHM 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 		$152M Buy
5,258,356
+111,765
+2% +$3.13M 15.29% 2
2026
Q1 		$129M Buy
5,146,591
+108,943
+2% +$2.86M 14.87% 2
2025
Q4 		$132M Sell
5,037,648
-167,238
-3% -$4.35M 15.55% 2
2025
Q3 		$134M Sell
5,204,886
-263,354
-5% -$6.52M 15.48% 2
2025
Q2 		$130M Buy
5,468,240
+1,304,073
+31% +$28.7M 15.49% 2
2025
Q1 		$89.7M Buy
4,164,167
+142,398
+4% +$3.24M 12.07% 2
2024
Q4 		$91.3M Sell
4,021,769
-8,017
-0.2% -$183K 12.41% 3
2024
Q3 		$89.4M Sell
4,029,786
-532,554
-12% -$11.4M 12.67% 3
2024
Q2 		$95.6M Sell
4,562,340
-27,012
-0.6% -$547K 14.39% 2
2024
Q1 		$93.4M Sell
4,589,352
-31,521
-0.7% -$610K 15.37% 2
2023
Q4 		$85.7M Buy
4,620,873
+45,600
+1% +$788K 14.92% 2
2023
Q3 		$76M Buy
4,575,273
+70,326
+2% +$1.22M 14.85% 2
2023
Q2 		$77.6M Buy
4,504,947
+68,493
+2% +$1.12M 14.56% 3
2023
Q1 		$70.8M Sell
4,436,454
-128,205
-3% -$2M 14.45% 3
2022
Q4 		$68.2M Buy
4,564,659
+235,041
+5% +$3.53M 15.59% 2
2022
Q3 		$60.6M Buy
4,329,618
+359,382
+9% +$5.59M 15.93% 2
2022
Q2 		$58.5M Buy
3,970,236
+305,142
+8% +$4.9M 14.98% 2
2022
Q1 		$65.2M Buy
3,665,094
+886,338
+32% +$15.6M 15.25% 2
2021
Q4 		$52.3M Buy
2,778,756
+84,360
+3% +$1.55M 12.63% 2
2021
Q3 		$46.6M Sell
2,694,396
-144,954
-5% -$2.58M 12.68% 2
2021
Q2 		$49.3M Buy
2,839,350
+84,540
+3% +$1.43M 13.42% 2
2021
Q1 		$44.4M Sell
2,754,810
-12,330
-0.4% -$194K 13.74% 2
2020
Q4 		$42M Sell
2,767,140
-34,002
-1% -$484K 14.42% 2
2020
Q3 		$37.2M Sell
2,801,142
-61,578
-2% -$810K 14.86% 2
2020
Q2 		$35.1M Buy
2,862,720
+184,698
+7% +$2.13M 14.64% 2
2020
Q1 		$27M Buy
2,678,022
+777,420
+41% +$9.41M 13.17% 2
2019
Q4 		$24.3M Buy
1,900,602
+90,132
+5% +$1.11M 11.67% 3
2019
Q3 		$21.4M Sell
1,810,470
-27,162
-1% -$321K 12.19% 3
2019
Q2 		$21.6M Buy
1,837,632
+54,858
+3% +$633K 12.73% 3
2019
Q1 		$20.2M Buy
1,782,774
+61,944
+4% +$676K 12.94% 2
2018
Q4 		$17.2M Buy
+1,720,830
New +$18.6M 12.6% 2

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AI
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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

HHM Wealth Advisors's SCHB Position: Q2 2026 in Review

HHM Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 2.2% in Q2 2026, buying an estimated $3.13M and bringing the position to 5,258,356 shares worth $152M. The position accounts for 15.29% of the portfolio, ranked #2.

HHM Wealth Advisors first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. 425 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • HHM Wealth Advisors held 5,258,356 shares of Schwab US Broad Market ETF worth $152M as of Q2 2026.
  • HHM Wealth Advisors bought 111,765 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.13M.
  • Schwab US Broad Market ETF made up 15.29% of HHM Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • HHM Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 425 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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