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Johnson Bixby & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Johnson Bixby & Associates’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 		$282K Buy
9,726
+400
+4% +$11.2K 0.03% 111
2026
Q1 		$234K Hold
9,326
– – 0.03% 118
2025
Q4 		$245K Hold
9,326
– – 0.03% 108
2025
Q3 		$240K Hold
9,326
– – 0.03% 108
2025
Q2 		$222K Hold
9,326
– – 0.03% 110
2025
Q1 		$201K Hold
9,326
– – 0.03% 112
2024
Q4 		$212K Sell
9,326
-4
-0% -$91 0.03% 112
2024
Q3 		$207K Buy
+9,330
New +$199K 0.03% 107

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

Johnson Bixby & Associates's SCHB Position: Q2 2026 in Review

Johnson Bixby & Associates increased its Schwab US Broad Market ETF (SCHB) stake by 4.3% in Q2 2026, buying an estimated $11.2K and bringing the position to 9,726 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #111.

Johnson Bixby & Associates first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Johnson Bixby & Associates held 9,726 shares of Schwab US Broad Market ETF worth $282K as of Q2 2026.
  • Johnson Bixby & Associates bought 400 Schwab US Broad Market ETF shares in Q2 2026, an estimated $11.2K.
  • Schwab US Broad Market ETF made up 0.03% of Johnson Bixby & Associates's portfolio in Q2 2026, its #111 holding.
  • Johnson Bixby & Associates first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.