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

IFS 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
Q1 		– Sell
-1
Closed -$26 – 217
2025
Q4 		$45 Hold
1
– – ﹤0.01% 192
2025
Q3 		$44 Hold
1
– – ﹤0.01% 176
2025
Q2 		$41 Hold
1
– – ﹤0.01% 169
2025
Q1 		$36 Hold
1
– – ﹤0.01% 197
2024
Q4 		$38 Buy
+1
New +$23 ﹤0.01% 187
2024
Q3 		– Hold
0
– – – 156
2024
Q2 		– Hold
0
– – – 153
2024
Q1 		– Hold
0
– – – 151
2023
Q4 		– Hold
0
– – – 146
2023
Q3 		– Sell
-3
Closed -$52 – 146
2023
Q2 		$90 Hold
3
– – ﹤0.01% 146
2023
Q1 		$80 Hold
3
– – ﹤0.01% 122
2022
Q4 		$75 Hold
3
– – ﹤0.01% 131
2022
Q3 		$0 Buy
+3
New +$47 ﹤0.01% 125

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 $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

IFS Advisors's SCHB Position: Q1 2026 in Review

IFS Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 1 share — an estimated $26 sold.

IFS Advisors first reported a position in SCHB in Q3 2022 and held it in 9 quarters. The position peaked at $90 in Q2 2023. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • IFS Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • IFS Advisors sold 1 Schwab US Broad Market ETF share in Q1 2026, an estimated $26.
  • IFS Advisors first reported a position in Schwab US Broad Market ETF in Q3 2022 and held it in 9 quarters.
  • IFS Advisors's Schwab US Broad Market ETF position peaked at $90 in Q2 2023.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.