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Independent Advisor Alliance’s Schwab US Broad Market ETF SCHB Stock Holding History

Independent Advisor Alliance’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 		$1.78M Sell
61,407
-39,318
-39% -$1.1M 0.04% 306
2026
Q1 		$2.53M Sell
100,725
-89,657
-47% -$2.35M 0.03% 488
2025
Q4 		$4.99M Buy
190,382
+137,914
+263% +$3.59M 0.12% 136
2025
Q3 		$1.35M Sell
52,468
-2,291
-4% -$56.7K 0.04% 376
2025
Q2 		$1.3M Sell
54,759
-7,558
-12% -$166K 0.04% 357
2025
Q1 		$1.34M Sell
62,317
-58,001
-48% -$1.32M 0.04% 324
2024
Q4 		$2.73M Sell
120,318
-144
-0.1% -$3.29K 0.04% 434
2024
Q3 		$2.67M Sell
120,462
-61,716
-34% -$1.32M 0.1% 176
2024
Q2 		$3.82M Sell
182,178
-21,153
-10% -$429K 0.13% 134
2024
Q1 		$4.14M Buy
203,331
+28,131
+16% +$544K 0.15% 121
2023
Q4 		$3.25M Buy
175,200
+5,133
+3% +$88.7K 0.12% 148
2023
Q3 		$2.83M Sell
170,067
-45,519
-21% -$788K 0.13% 156
2023
Q2 		$3.72M Buy
215,586
+61,704
+40% +$1.01M 0.16% 118
2023
Q1 		$2.45M Buy
153,882
+28,719
+23% +$449K 0.12% 158
2022
Q4 		$1.87M Buy
125,163
+86,358
+223% +$1.3M 0.64% 28
2022
Q3 		$543K Buy
+38,805
New +$604K 0.03% 354

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

Independent Advisor Alliance's SCHB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Schwab US Broad Market ETF (SCHB) stake by 39% in Q2 2026, selling an estimated $1.1M and leaving 61,407 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #306.

Independent Advisor Alliance first reported a position in SCHB in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.99M in Q4 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Independent Advisor Alliance held 61,407 shares of Schwab US Broad Market ETF worth $1.78M as of Q2 2026.
  • Independent Advisor Alliance sold 39,318 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.1M.
  • Schwab US Broad Market ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #306 holding.
  • Independent Advisor Alliance first reported a position in Schwab US Broad Market ETF in Q3 2022 and has held it in 16 quarters since.
  • Independent Advisor Alliance's Schwab US Broad Market ETF position peaked at $4.99M in Q4 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.