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JBGlobal.com’s Schwab US Broad Market ETF SCHB Stock Holding History

JBGlobal.com’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 		$381K Hold
13,148
– – 0.33% 23
2026
Q1 		$330K Hold
13,148
– – 0.33% 19
2025
Q4 		$345K Hold
13,148
– – 0.43% 13
2025
Q3 		$338K Hold
13,148
– – 0.34% 22
2025
Q2 		$313K Hold
13,148
– – 0.33% 24
2025
Q1 		$283K Hold
13,148
– – 0.29% 29
2024
Q4 		$298K Buy
+13,148
New +$300K 0.32% 27

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

JBGlobal.com's SCHB Position: Q2 2026 in Review

JBGlobal.com held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 13,148 shares worth $381K. The position accounts for 0.33% of the portfolio, ranked #23.

JBGlobal.com first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • JBGlobal.com held 13,148 shares of Schwab US Broad Market ETF worth $381K as of Q2 2026.
  • JBGlobal.com left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.33% of JBGlobal.com's portfolio in Q2 2026, its #23 holding.
  • JBGlobal.com first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on JBGlobal.com's 13F filing for Q2 2026, filed 7 Jul 2026.