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Investment Research & Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Investment Research & Advisory Group’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 		$19.2K Buy
664
+2
+0.3% +$56 0.01% 204
2026
Q1 		$16.6K Buy
662
+113
+21% +$2.96K 0.01% 189
2025
Q4 		$14.4K Buy
549
+2
+0.4% +$52 ﹤0.01% 178
2025
Q3 		$14.1K Buy
+547
New +$13.5K ﹤0.01% 163

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

Investment Research & Advisory Group's SCHB Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.3% in Q2 2026, buying an estimated $56 and bringing the position to 664 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #204.

Investment Research & Advisory Group first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Investment Research & Advisory Group held 664 shares of Schwab US Broad Market ETF worth $19.2K as of Q2 2026.
  • Investment Research & Advisory Group bought 2 Schwab US Broad Market ETF shares in Q2 2026, an estimated $56.
  • Schwab US Broad Market ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #204 holding.
  • Investment Research & Advisory Group first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.