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

IFP 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 		$17.4M Buy
601,558
+30,216
+5% +$846K 0.31% 60
2026
Q1 		$14.3M Buy
571,342
+1,605
+0.3% +$42.1K 0.3% 69
2025
Q4 		$14.9M Buy
569,737
+67,758
+13% +$1.76M 0.34% 62
2025
Q3 		$12.9M Sell
501,979
-14,374
-3% -$356K 0.34% 60
2025
Q2 		$12.3M Buy
516,353
+10,167
+2% +$224K 0.35% 50
2025
Q1 		$10.9M Buy
506,186
+25,637
+5% +$583K 0.34% 55
2024
Q4 		$10.9M Buy
480,549
+29,862
+7% +$682K 0.36% 54
2024
Q3 		$9.99M Sell
450,687
-2,004
-0.4% -$42.8K 0.36% 58
2024
Q2 		$9.49M Buy
452,691
+24,828
+6% +$503K 0.38% 53
2024
Q1 		$8.71M Sell
427,863
-1,722
-0.4% -$33.3K 0.38% 54
2023
Q4 		$7.97M Sell
429,585
-18,015
-4% -$311K 0.38% 59
2023
Q3 		$7.44M Buy
447,600
+4,788
+1% +$82.9K 0.33% 66
2023
Q2 		$7.63M Sell
442,812
-29,130
-6% -$475K 0.32% 66
2023
Q1 		$10.5M Sell
471,942
-27,894
-6% -$436K 0.46% 45
2022
Q4 		$11.1M Sell
499,836
-4,701
-0.9% -$70.7K 0.3% 64
2022
Q3 		$11.2M Buy
504,537
+17,352
+4% +$270K 0.29% 67
2022
Q2 		$10.8M Hold
487,185
– – 0.35% 59
2022
Q1 		$10.8M Buy
487,185
+20,391
+4% +$358K 0.35% 59
2021
Q4 		$8.8M Buy
466,794
+14,472
+3% +$266K 0.17% 68
2021
Q3 		$7.83M Buy
452,322
+3,228
+0.7% +$57.4K 0.16% 75
2021
Q2 		$7.8M Buy
449,094
+37,350
+9% +$632K 0.16% 72
2021
Q1 		$6.63M Sell
411,744
-157,956
-28% -$2.49M 0.13% 83
2020
Q4 		$8.63M Sell
569,700
-13,122
-2% -$187K 0.35% 45
2020
Q3 		$7.74M Sell
582,822
-36,678
-6% -$482K 0.46% 41
2020
Q2 		$7.48M Sell
619,500
-90,894
-13% -$1.05M 0.59% 30
2020
Q1 		$7.27M Sell
710,394
-11,394
-2% -$138K 0.73% 22
2019
Q4 		$9.28M Sell
721,788
-73,194
-9% -$898K 0.7% 22
2019
Q3 		$9.36M Buy
+794,982
New +$9.39M 0.63% 24
2019
Q1 		$0 Sell
12
-824,340
-100% -$9M ﹤0.01% 3244
2018
Q4 		$8.16M Sell
824,352
-496,026
-38% -$5.36M 0.5% 33
2018
Q3 		$15.5M Sell
1,320,378
-37,962
-3% -$438K 0.63% 16
2018
Q2 		$14.9M Sell
1,358,340
-288,360
-18% -$3.15M 0.63% 15
2018
Q1 		$17.7M Hold
1,646,700
– – 0.8% 13
2017
Q4 		$17.7M Buy
1,646,700
+78,018
+5% +$818K 0.8% 13
2017
Q3 		$15.9M Sell
1,568,682
-50,874
-3% -$505K 0.63% 23
2017
Q2 		$15.8M Buy
1,619,556
+186,846
+13% +$1.8M 0.67% 19
2017
Q1 		$13.6M Buy
1,432,710
+210,810
+17% +$1.98M 0.59% 22
2016
Q4 		$11M Buy
1,221,900
+78,516
+7% +$692K 0.53% 26
2016
Q3 		$9.97M Sell
1,143,384
-37,938
-3% -$329K 0.52% 30
2016
Q2 		$9.9M Buy
1,181,322
+1,181,310
+9,844,250% +$9.81M 0.55% 23
2016
Q1 		$0 Sell
12
-1,193,820
-100% -$9.28M ﹤0.01% 3251
2015
Q4 		$9.76M Buy
+1,193,832
New +$9.85M 0.66% 24

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

IFP Advisors's SCHB Position: Q2 2026 in Review

IFP Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 5.3% in Q2 2026, buying an estimated $846K and bringing the position to 601,558 shares worth $17.4M. The position accounts for 0.31% of the portfolio, ranked #60.

IFP Advisors first reported a position in SCHB in Q4 2015 and has held it in 42 quarters since. The position peaked at $17.7M in Q1 2018. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • IFP Advisors held 601,558 shares of Schwab US Broad Market ETF worth $17.4M as of Q2 2026.
  • IFP Advisors bought 30,216 Schwab US Broad Market ETF shares in Q2 2026, an estimated $846K.
  • Schwab US Broad Market ETF made up 0.31% of IFP Advisors's portfolio in Q2 2026, its #60 holding.
  • IFP Advisors first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Schwab US Broad Market ETF position peaked at $17.7M in Q1 2018.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.