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 Q3	$385K	Hold	13,148	–	–	0.34%	25
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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

JBGlobal.com's SCHB Position: Q3 2026 in Review

JBGlobal.com held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 13,148 shares worth $385K. The position accounts for 0.34% of the portfolio, ranked #25.

JBGlobal.com first reported a position in SCHB in Q4 2024 and has held it in 8 quarters since. 690 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

JBGlobal.com held 13,148 shares of Schwab US Broad Market ETF worth $385K as of Q3 2026.
JBGlobal.com left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up 0.34% of JBGlobal.com's portfolio in Q3 2026, its #25 holding.
JBGlobal.com first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 8 quarters since.
690 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on JBGlobal.com's 13F filing for Q3 2026, filed 13 Oct 2026.