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

Index Fund 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 		$330K Buy
13,131
+17
+0.1% +$446 0.01% 101
2025
Q4 		$344K Buy
13,114
+19
+0.1% +$495 0.02% 110
2025
Q3 		$337K Buy
13,095
+18
+0.1% +$446 0.02% 111
2025
Q2 		$312K Sell
13,077
-1,885
-13% -$41.5K 0.02% 114
2025
Q1 		$322K Sell
14,962
-985
-6% -$22.4K 0.02% 66
2024
Q4 		$362K Sell
15,947
-1
-0% -$23 0.02% 75
2024
Q3 		$354K Buy
15,948
+1,026
+7% +$21.9K 0.02% 74
2024
Q2 		$313K Buy
14,922
+981
+7% +$19.9K 0.02% 72
2024
Q1 		$284K Hold
13,941
– – 0.02% 77
2023
Q4 		$259K Buy
+13,941
New +$241K 0.02% 76
2023
Q3 		– Sell
-33,330
Closed -$574K – 99
2023
Q2 		$574K Sell
33,330
-792
-2% -$12.9K 0.04% 50
2023
Q1 		$544K Buy
34,122
+5,286
+18% +$82.6K 0.04% 50
2022
Q4 		$431K Buy
28,836
+105
+0.4% +$1.58K 0.03% 52
2022
Q3 		$402K Buy
28,731
+99
+0.3% +$1.54K 0.03% 53
2022
Q2 		$422K Sell
28,632
-1,380
-5% -$22.1K 0.03% 53
2022
Q1 		$534K Sell
30,012
-60,828
-67% -$1.07M 0.04% 54
2021
Q4 		$1.71M Buy
+90,840
New +$1.67M 0.12% 20

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 $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

Index Fund Advisors's SCHB Position: Q1 2026 in Review

Index Fund Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.13% in Q1 2026, buying an estimated $446 and bringing the position to 13,131 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #101.

Index Fund Advisors first reported a position in SCHB in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.71M in Q4 2021. 1,311 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Index Fund Advisors held 13,131 shares of Schwab US Broad Market ETF worth $330K as of Q1 2026.
  • Index Fund Advisors bought 17 Schwab US Broad Market ETF shares in Q1 2026, an estimated $446.
  • Schwab US Broad Market ETF made up 0.01% of Index Fund Advisors's portfolio in Q1 2026, its #101 holding.
  • Index Fund Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 17 quarters since.
  • Index Fund Advisors's Schwab US Broad Market ETF position peaked at $1.71M in Q4 2021.
  • 1,311 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.