Integrated Advisors Network
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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
Q3 		$1.34M Sell
45,745
-1,539
-3% -$45.2K 0.06% 271
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 $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

Integrated Advisors Network's SCHB Position: Q3 2026 in Review

Integrated Advisors Network reduced its Schwab US Broad Market ETF (SCHB) stake by 3.3% in Q3 2026, selling an estimated $45.2K and leaving 45,745 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #271.

Integrated Advisors Network first reported a position in SCHB in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.53M in Q2 2025. 1,028 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Integrated Advisors Network held 45,745 shares of Schwab US Broad Market ETF worth $1.34M as of Q3 2026.
  • Integrated Advisors Network sold 1,539 Schwab US Broad Market ETF shares in Q3 2026, an estimated $45.2K.
  • Schwab US Broad Market ETF made up 0.06% of Integrated Advisors Network's portfolio in Q3 2026, its #271 holding.
  • Integrated Advisors Network first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 24 quarters since.
  • Integrated Advisors Network's Schwab US Broad Market ETF position peaked at $1.53M in Q2 2025.
  • 1,028 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.