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 Q3	–	Hold	0	–	–	–	461
2026 Q2	–	Hold	0	–	–	–	220
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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

IFS Advisors's SCHB Position: Q3 2026 in Review

IFS Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 0 shares worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #461.

IFS Advisors first reported a position in SCHB in Q3 2022 and has held it in 9 quarters since. The position peaked at $90 in Q2 2023. 631 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

IFS Advisors held 0 shares of Schwab US Broad Market ETF worth $21 as of Q3 2026.
IFS Advisors left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #461 holding.
IFS Advisors first reported a position in Schwab US Broad Market ETF in Q3 2022 and has held it in 9 quarters since.
IFS Advisors's Schwab US Broad Market ETF position peaked at $90 in Q2 2023.
631 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.