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

Integrated Advisors Network’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 		$1.37M Sell
47,284
-812
-2% -$22.7K 0.06% 270
2026
Q1 		$1.21M Sell
48,096
-7,512
-14% -$197K 0.06% 281
2025
Q4 		$1.46M Sell
55,608
-1,852
-3% -$48.2K 0.06% 280
2025
Q3 		$1.48M Sell
57,460
-6,557
-10% -$162K 0.06% 291
2025
Q2 		$1.53M Sell
64,017
-967
-1% -$21.3K 0.07% 284
2025
Q1 		$1.4M Sell
64,984
-515
-0.8% -$11.7K 0.07% 268
2024
Q4 		$1.49M Buy
65,499
+384
+0.6% +$8.77K 0.07% 246
2024
Q3 		$1.44M Buy
65,115
+390
+0.6% +$8.33K 0.07% 256
2024
Q2 		$1.36M Buy
64,725
+354
+0.5% +$7.17K 0.07% 253
2024
Q1 		$1.31M Buy
64,371
+366
+0.6% +$7.08K 0.07% 263
2023
Q4 		$1.19M Sell
64,005
-3,078
-5% -$53.2K 0.07% 266
2023
Q3 		$1.11M Buy
67,083
+147
+0.2% +$2.54K 0.07% 256
2023
Q2 		$1.15M Buy
66,936
+36
+0.1% +$587 0.07% 259
2023
Q1 		$1.07M Sell
66,900
-51
-0.1% -$797 0.06% 279
2022
Q4 		$1M Buy
66,951
+1,401
+2% +$21.1K 0.06% 291
2022
Q3 		$918K Buy
65,550
+30
+0% +$467 0.06% 282
2022
Q2 		$965K Sell
65,520
-2,847
-4% -$45.7K 0.06% 287
2022
Q1 		$1.22M Buy
68,367
+27
+0% +$474 0.07% 271
2021
Q4 		$1.29M Buy
68,340
+6,486
+10% +$119K 0.08% 233
2021
Q3 		$1.07M Buy
61,854
+47,526
+332% +$845K 0.07% 241
2021
Q2 		$249K Buy
14,328
+48
+0.3% +$812 0.02% 520
2021
Q1 		$230K Buy
14,280
+1,032
+8% +$16.3K 0.02% 491
2020
Q4 		$201K Buy
+13,248
New +$189K 0.02% 475

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

Integrated Advisors Network's SCHB Position: Q2 2026 in Review

Integrated Advisors Network reduced its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q2 2026, selling an estimated $22.7K and leaving 47,284 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #270.

Integrated Advisors Network first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.53M in Q2 2025. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Integrated Advisors Network held 47,284 shares of Schwab US Broad Market ETF worth $1.37M as of Q2 2026.
  • Integrated Advisors Network sold 812 Schwab US Broad Market ETF shares in Q2 2026, an estimated $22.7K.
  • Schwab US Broad Market ETF made up 0.06% of Integrated Advisors Network's portfolio in Q2 2026, its #270 holding.
  • Integrated Advisors Network first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Integrated Advisors Network's Schwab US Broad Market ETF position peaked at $1.53M in Q2 2025.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.