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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
Q3 		$16.2M Sell
553,376
-1,093
-0.2% -$32.1K 2.8% 9
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

SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Intelligence Driven Advisers's SCHB Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its Schwab US Broad Market ETF (SCHB) stake by 0.2% in Q3 2026, selling an estimated $32.1K and leaving 553,376 shares worth $16.2M. The position accounts for 2.8% of the portfolio, ranked #9.

Intelligence Driven Advisers first reported a position in SCHB in Q4 2018 and has held it in 32 quarters since. The position peaked at $26.2M in Q3 2025. 80 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Intelligence Driven Advisers held 553,376 shares of Schwab US Broad Market ETF worth $16.2M as of Q3 2026.
  • Intelligence Driven Advisers sold 1,093 Schwab US Broad Market ETF shares in Q3 2026, an estimated $32.1K.
  • Schwab US Broad Market ETF made up 2.8% of Intelligence Driven Advisers's portfolio in Q3 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 32 quarters since.
  • Intelligence Driven Advisers's Schwab US Broad Market ETF position peaked at $26.2M in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.