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Intelligence Driven Advisers’s Schwab US Broad Market ETF SCHB Stock Holding History

Intelligence Driven Advisers’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 		$16.1M Sell
554,469
-8,921
-2% -$250K 2.61% 9
2026
Q1 		$14.1M Sell
563,390
-361,757
-39% -$9.49M 2.47% 11
2025
Q4 		$24.3M Sell
925,147
-92,008
-9% -$2.4M 3.47% 8
2025
Q3 		$26.2M Sell
1,017,155
-23,170
-2% -$574K 3.63% 9
2025
Q2 		$24.8M Buy
1,040,325
+433,721
+71% +$9.55M 3.74% 9
2025
Q1 		$13.1M Buy
606,604
+75,172
+14% +$1.71M 2.52% 13
2024
Q4 		$12.1M Sell
531,432
-43,182
-8% -$986K 2.27% 13
2024
Q3 		$12.7M Sell
574,614
-10,932
-2% -$233K 1.82% 14
2024
Q2 		$12.3M Sell
585,546
-12,525
-2% -$254K 1.74% 14
2024
Q1 		$12.2M Sell
598,071
-29,934
-5% -$579K 1.8% 12
2023
Q4 		$11.8M Sell
628,005
-33,288
-5% -$575K 1.9% 13
2023
Q3 		$10.9M Sell
661,293
-13,668
-2% -$237K 1.93% 15
2023
Q2 		$11.5M Sell
674,961
-57,411
-8% -$936K 2.02% 16
2023
Q1 		$11.6M Sell
732,372
-25,683
-3% -$402K 2.08% 16
2022
Q4 		$11.5M Sell
758,055
-41,865
-5% -$629K 2.11% 15
2022
Q3 		$11.7M Buy
799,920
+2,871
+0.4% +$44.7K 2.36% 14
2022
Q2 		$11.9M Buy
797,049
+125,724
+19% +$2.02M 2.34% 15
2022
Q1 		$11.8M Sell
671,325
-15,339
-2% -$269K 2.16% 14
2021
Q4 		$11.7M Sell
686,664
-31,338
-4% -$577K 2.16% 16
2021
Q3 		$12.5M Buy
718,002
+14,718
+2% +$262K 2.81% 12
2021
Q2 		$12.2M Sell
703,284
-44,550
-6% -$754K 2.38% 14
2021
Q1 		$12.1M Sell
747,834
-14,298
-2% -$225K 2.7% 12
2020
Q4 		$11.6M Sell
762,132
-28,008
-4% -$399K 2.59% 14
2020
Q3 		$10.5M Sell
790,140
-1,028,670
-57% -$13.5M 2.46% 16
2020
Q2 		$22.3M Buy
1,818,810
+304,632
+20% +$3.51M 7.88% 2
2020
Q1 		$15.3M Buy
1,514,178
+770,274
+104% +$9.32M 7.07% 2
2019
Q4 		$9.53M Buy
743,904
+88,572
+14% +$1.09M 4.33% 6
2019
Q3 		$7.76M Buy
655,332
+67,944
+12% +$803K 3.67% 7
2019
Q2 		$6.91M Buy
587,388
+286,224
+95% +$3.31M 3.28% 9
2019
Q1 		$3.42M Buy
301,164
+32,598
+12% +$356K 1.87% 14
2018
Q4 		$2.68M Buy
+268,566
New +$2.9M 1.7% 16

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

Intelligence Driven Advisers's SCHB Position: Q2 2026 in Review

Intelligence Driven Advisers reduced its Schwab US Broad Market ETF (SCHB) stake by 1.6% in Q2 2026, selling an estimated $250K and leaving 554,469 shares worth $16.1M. The position accounts for 2.61% of the portfolio, ranked #9.

Intelligence Driven Advisers first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. The position peaked at $26.2M in Q3 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Intelligence Driven Advisers held 554,469 shares of Schwab US Broad Market ETF worth $16.1M as of Q2 2026.
  • Intelligence Driven Advisers sold 8,921 Schwab US Broad Market ETF shares in Q2 2026, an estimated $250K.
  • Schwab US Broad Market ETF made up 2.61% of Intelligence Driven Advisers's portfolio in Q2 2026, its #9 holding.
  • Intelligence Driven Advisers first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Intelligence Driven Advisers's Schwab US Broad Market ETF position peaked at $26.2M in Q3 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.