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Independent Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Independent Financial Group’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 		$406K Sell
14,030
-50
-0.4% -$1.4K 0.01% 1077
2026
Q1 		$353K Sell
14,080
-450
-3% -$11.8K 0.01% 1085
2025
Q4 		$381K Buy
14,530
+227
+2% +$5.91K 0.01% 1034
2025
Q3 		$368K Hold
14,303
– – 0.01% 985
2025
Q2 		$341K Buy
14,303
+44
+0.3% +$969 0.01% 966
2025
Q1 		$307K Hold
14,259
– – 0.01% 921
2024
Q4 		$324K Hold
14,259
– – 0.01% 873
2024
Q3 		$316K Sell
14,259
-2,247
-14% -$48K 0.01% 859
2024
Q2 		$346K Sell
16,506
-5,244
-24% -$106K 0.01% 768
2024
Q1 		$443K Sell
21,750
-7,131
-25% -$138K 0.02% 626
2023
Q4 		$536K Buy
+28,881
New +$499K 0.03% 531
2022
Q1 		– Sell
-11,010
Closed -$207K – 848
2021
Q4 		$207K Buy
+11,010
New +$203K 0.02% 721

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

Independent Financial Group's SCHB Position: Q2 2026 in Review

Independent Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 0.36% in Q2 2026, selling an estimated $1.4K and leaving 14,030 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #1077.

Independent Financial Group first reported a position in SCHB in Q4 2021 and has held it in 12 quarters since. The position peaked at $536K in Q4 2023. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Independent Financial Group held 14,030 shares of Schwab US Broad Market ETF worth $406K as of Q2 2026.
  • Independent Financial Group sold 50 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.4K.
  • Schwab US Broad Market ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1077 holding.
  • Independent Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 12 quarters since.
  • Independent Financial Group's Schwab US Broad Market ETF position peaked at $536K in Q4 2023.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.