JWA
SCHB icon

JFS Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

JFS Wealth Advisors’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 		$8.46M Sell
292,101
-6,591
-2% -$185K 0.42% 45
2026
Q1 		$7.5M Sell
298,692
-575
-0.2% -$15.1K 0.42% 46
2025
Q4 		$7.85M Buy
299,267
+615
+0.2% +$16K 0.44% 43
2025
Q3 		$7.68M Buy
298,652
+481
+0.2% +$11.9K 0.45% 41
2025
Q2 		$7.11M Sell
298,171
-20,974
-7% -$462K 0.45% 41
2025
Q1 		$6.87M Sell
319,145
-979
-0.3% -$22.3K 0.47% 39
2024
Q4 		$7.27M Sell
320,124
-11,646
-4% -$266K 0.5% 38
2024
Q3 		$7.36M Sell
331,770
-14,874
-4% -$318K 0.49% 39
2024
Q2 		$7.26M Buy
346,644
+27,789
+9% +$563K 0.57% 35
2024
Q1 		$6.49M Sell
318,855
-6,015
-2% -$116K 0.52% 37
2023
Q4 		$6.03M Buy
324,870
+4,485
+1% +$77.5K 0.51% 38
2023
Q3 		$5.32M Sell
320,385
-4,227
-1% -$73.2K 0.5% 39
2023
Q2 		$5.59M Sell
324,612
-5,193
-2% -$84.7K 0.5% 40
2023
Q1 		$5.26M Sell
329,805
-2,517
-0.8% -$39.4K 0.5% 43
2022
Q4 		$4.96M Sell
332,322
-39,456
-11% -$593K 0.49% 43
2022
Q3 		$5.2M Sell
371,778
-10,026
-3% -$156K 0.57% 33
2022
Q2 		$5.62M Buy
381,804
+35,013
+10% +$562K 0.59% 33
2022
Q1 		$6.17M Sell
346,791
-6,981
-2% -$123K 0.58% 34
2021
Q4 		$6.66M Sell
353,772
-582
-0.2% -$10.7K 0.63% 31
2021
Q3 		$6.13M Sell
354,354
-19,128
-5% -$340K 0.63% 31
2021
Q2 		$6.49M Sell
373,482
-9,744
-3% -$165K 0.97% 25
2021
Q1 		$6.18M Sell
383,226
-15,138
-4% -$239K 1.26% 21
2020
Q4 		$6.04M Buy
398,364
+7,980
+2% +$114K 1.27% 20
2020
Q3 		$5.18M Sell
390,384
-15,138
-4% -$199K 1.23% 22
2020
Q2 		$4.97M Sell
405,522
-7,188
-2% -$82.9K 1.29% 21
2020
Q1 		$4.16M Buy
412,710
+153,678
+59% +$1.86M 1.25% 21
2019
Q4 		$3.32M Buy
259,032
+7,968
+3% +$97.8K 0.82% 27
2019
Q3 		$2.97M Buy
251,064
+324
+0.1% +$3.83K 0.76% 30
2019
Q2 		$2.95M Buy
250,740
+2,208
+0.9% +$25.5K 0.75% 30
2019
Q1 		$2.82M Sell
248,532
-124,734
-33% -$1.36M 0.74% 30
2018
Q4 		$3.73M Buy
373,266
+139,932
+60% +$1.51M 1% 26
2018
Q3 		$2.74M Buy
233,334
+5,628
+2% +$64.9K 0.7% 29
2018
Q2 		$2.5M Sell
227,706
-2,454
-1% -$26.8K 0.66% 32
2018
Q1 		$2.45M Buy
230,160
+50,616
+28% +$556K 0.65% 32
2017
Q4 		$1.93M Buy
179,544
+7,692
+4% +$80.7K 0.47% 46
2017
Q3 		$1.75M Sell
171,852
-1,392
-0.8% -$13.8K 0.45% 49
2017
Q2 		$1.69M Buy
173,244
+4,422
+3% +$42.7K 0.46% 52
2017
Q1 		$1.52M Hold
168,822
– – 0.41% 59
2016
Q4 		$1.52M Buy
168,822
+3,756
+2% +$33.1K 0.41% 59
2016
Q3 		$1.44M Sell
165,066
-13,662
-8% -$119K 0.41% 58
2016
Q2 		$1.5M Buy
178,728
+10,668
+6% +$88.5K 0.41% 58
2016
Q1 		$1.38M Buy
168,060
+28,536
+20% +$222K 0.41% 56
2015
Q4 		$1.14M Buy
139,524
+90,858
+187% +$749K 0.33% 62
2015
Q3 		$376K Buy
48,666
+7,200
+17% +$59.1K 0.17% 73
2015
Q2 		$347K Buy
41,466
+6,774
+20% +$57.9K 0.18% 64
2015
Q1 		$292K Buy
34,692
+12,990
+60% +$109K 0.14% 71
2014
Q4 		$180K Buy
21,702
+552
+3% +$4.47K 0.03% 96
2014
Q3 		$168K Buy
21,150
+4,014
+23% +$32.1K 0.03% 90
2014
Q2 		$136K Buy
+17,136
New +$132K 0.02% 110

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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

JFS Wealth Advisors's SCHB Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 2.2% in Q2 2026, selling an estimated $185K and leaving 292,101 shares worth $8.46M. The position accounts for 0.42% of the portfolio, ranked #45.

JFS Wealth Advisors first reported a position in SCHB in Q2 2014 and has held it in 49 quarters since. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • JFS Wealth Advisors held 292,101 shares of Schwab US Broad Market ETF worth $8.46M as of Q2 2026.
  • JFS Wealth Advisors sold 6,591 Schwab US Broad Market ETF shares in Q2 2026, an estimated $185K.
  • Schwab US Broad Market ETF made up 0.42% of JFS Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • JFS Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2014 and has held it in 49 quarters since.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.