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

Integrity Financial’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 		$41.3K Buy
1,427
+229
+19% +$6.41K 0.02% 213
2026
Q1 		$30.1K Buy
1,198
+660
+123% +$17.3K 0.02% 225
2025
Q4 		$14.1K Sell
538
-242
-31% -$6.3K 0.01% 238
2025
Q3 		$20.1K Buy
780
+153
+24% +$3.79K 0.01% 228
2025
Q2 		$14.9K Hold
627
– – 0.01% 235
2025
Q1 		$13.5K Hold
627
– – 0.01% 223
2024
Q4 		$14.2K Hold
627
– – 0.01% 206
2024
Q3 		$13.9K Buy
627
+3
+0.5% +$64 0.01% 185
2024
Q2 		$13.1K Hold
624
– – 0.01% 183
2024
Q1 		$12.7K Hold
624
– – 0.01% 177
2023
Q4 		$11.6K Hold
624
– – 0.01% 165
2023
Q3 		$10.4K Hold
624
– – 0.01% 178
2023
Q2 		$10.8K Hold
624
– – 0.01% 165
2023
Q1 		$9.95K Hold
624
– – 0.01% 173
2022
Q4 		$9.32K Hold
624
– – 0.01% 164
2022
Q3 		$9K Hold
624
– – 0.01% 162
2022
Q2 		$9K Hold
624
– – 0.01% 171
2022
Q1 		$11K Buy
+624
New +$11K 0.01% 159

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

Integrity Financial's SCHB Position: Q2 2026 in Review

Integrity Financial increased its Schwab US Broad Market ETF (SCHB) stake by 19% in Q2 2026, buying an estimated $6.41K and bringing the position to 1,427 shares worth $41.3K. The position accounts for 0.02% of the portfolio, ranked #213.

Integrity Financial first reported a position in SCHB in Q1 2022 and has held it in 18 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Integrity Financial held 1,427 shares of Schwab US Broad Market ETF worth $41.3K as of Q2 2026.
  • Integrity Financial bought 229 Schwab US Broad Market ETF shares in Q2 2026, an estimated $6.41K.
  • Schwab US Broad Market ETF made up 0.02% of Integrity Financial's portfolio in Q2 2026, its #213 holding.
  • Integrity Financial first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.