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IFG Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

IFG Advisory’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 		$15.8K Buy
+545
New +$15.3K ﹤0.01% 1720
2018
Q1 		– Sell
-87,126
Closed -$781K – 347
2017
Q4 		$781K Buy
+87,126
New +$914K 0.18% 129

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 $104B AUM 28.3% 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

IFG Advisory's SCHB Position: Q2 2026 in Review

IFG Advisory opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 545 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #1720 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SCHB as recently as Q4 2017.

IFG Advisory first reported a position in SCHB in Q4 2017 and has held it in 2 quarters since. The position peaked at $781K in Q4 2017. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • IFG Advisory held 545 shares of Schwab US Broad Market ETF worth $15.8K as of Q2 2026.
  • Schwab US Broad Market ETF was a new IFG Advisory position in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1720 holding.
  • IFG Advisory first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 2 quarters since.
  • IFG Advisory's Schwab US Broad Market ETF position peaked at $781K in Q4 2017.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.