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Joseph P. Lucia & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Joseph P. Lucia & 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 		$10.2M Buy
352,641
+13,225
+4% +$370K 3.07% 4
2026
Q1 		$8.52M Buy
339,416
+11,173
+3% +$293K 3.05% 4
2025
Q4 		$8.61M Buy
328,243
+2,825
+0.9% +$73.5K 3.11% 4
2025
Q3 		$8.37M Sell
325,418
-1,932
-0.6% -$47.8K 3.16% 4
2025
Q2 		$7.8M Sell
327,350
-18,342
-5% -$404K 3.19% 5
2025
Q1 		$7.44M Buy
345,692
+8,450
+3% +$192K 3.4% 4
2024
Q4 		$7.66M Buy
337,242
+5,784
+2% +$132K 3.4% 3
2024
Q3 		$7.35M Buy
331,458
+19,986
+6% +$427K 3.38% 4
2024
Q2 		$6.53M Buy
311,472
+35,301
+13% +$715K 3.34% 5
2024
Q1 		$5.62M Buy
276,171
+92,241
+50% +$1.78M 3.01% 5
2023
Q4 		$3.41M Buy
183,930
+20,055
+12% +$346K 2.12% 13
2023
Q3 		$2.72M Buy
163,875
+22,614
+16% +$391K 1.9% 14
2023
Q2 		$2.43M Sell
141,261
-693
-0.5% -$11.3K 1.63% 15
2023
Q1 		$2.26M Buy
141,954
+3,042
+2% +$47.6K 1.58% 18
2022
Q4 		$2.07M Sell
138,912
-5,061
-4% -$76.1K 1.55% 20
2022
Q3 		$2.02M Buy
143,973
+13,545
+10% +$211K 1.58% 21
2022
Q2 		$1.92M Buy
130,428
+7,857
+6% +$126K 1.36% 26
2022
Q1 		$2.18M Buy
122,571
+1,857
+2% +$32.6K 1.33% 27
2021
Q4 		$2.27M Buy
120,714
+1,740
+1% +$32K 1.45% 24
2021
Q3 		$2.06M Sell
118,974
-414
-0.3% -$7.36K 1.22% 24
2021
Q2 		$2.08M Buy
119,388
+2,424
+2% +$41K 1.24% 24
2021
Q1 		$1.89M Buy
116,964
+5,172
+5% +$81.5K 0.84% 27
2020
Q4 		$1.7M Sell
111,792
-1,392
-1% -$19.8K 1.18% 25
2020
Q3 		$1.5M Sell
113,184
-882
-0.8% -$11.6K 1.4% 24
2020
Q2 		$1.4M Sell
114,066
-1,080
-0.9% -$12.4K 1.26% 25
2020
Q1 		$1.16M Sell
115,146
-2,496
-2% -$30.2K 1.29% 27
2019
Q4 		$1.51M Sell
117,642
-6,024
-5% -$73.9K 1.37% 26
2019
Q3 		$1.46M Sell
123,666
-798
-0.6% -$9.43K 1.51% 20
2019
Q2 		$1.46M Buy
124,464
+31,860
+34% +$368K 1.53% 18
2019
Q1 		$1.07M Buy
+92,604
New +$1.01M 1.85% 15

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

Joseph P. Lucia & Associates's SCHB Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Schwab US Broad Market ETF (SCHB) stake by 3.9% in Q2 2026, buying an estimated $370K and bringing the position to 352,641 shares worth $10.2M. The position accounts for 3.07% of the portfolio, ranked #4.

Joseph P. Lucia & Associates first reported a position in SCHB in Q1 2019 and has held it in 30 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Joseph P. Lucia & Associates held 352,641 shares of Schwab US Broad Market ETF worth $10.2M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 13,225 Schwab US Broad Market ETF shares in Q2 2026, an estimated $370K.
  • Schwab US Broad Market ETF made up 3.07% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #4 holding.
  • Joseph P. Lucia & Associates first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.