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Keeler & Nadler Financial Planning & Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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 		$1.96M Sell
67,727
-96
-0.1% -$2.69K 0.56% 30
2026
Q1 		$1.7M Sell
67,823
-1,408
-2% -$36.9K 0.58% 30
2025
Q4 		$1.82M Sell
69,231
-2,027
-3% -$52.8K 0.63% 27
2025
Q3 		$1.83M Sell
71,258
-2,821
-4% -$69.8K 0.67% 28
2025
Q2 		$1.77M Buy
74,079
+619
+0.8% +$13.6K 0.71% 29
2025
Q1 		$1.57M Sell
73,460
-8,332
-10% -$190K 0.71% 28
2024
Q4 		$1.86M Sell
81,792
-15,318
-16% -$350K 0.87% 27
2024
Q3 		$2.15M Sell
97,110
-4,452
-4% -$95.1K 1.05% 23
2024
Q2 		$2.13M Sell
101,562
-15,285
-13% -$310K 1.17% 22
2024
Q1 		$2.38M Sell
116,847
-15,270
-12% -$295K 1.43% 21
2023
Q4 		$2.45M Buy
+132,117
New +$2.28M 1.77% 19
2022
Q4 		$1.8M Buy
+120,390
New +$1.81M 1.63% 18
2021
Q4 		$1.69M Buy
+89,700
New +$1.65M 1.56% 16

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Keeler & Nadler Financial Planning & Wealth Management's SCHB Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.14% in Q2 2026, selling an estimated $2.69K and leaving 67,727 shares worth $1.96M. The position accounts for 0.56% of the portfolio, ranked #30.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.45M in Q4 2023. 971 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 67,727 shares of Schwab US Broad Market ETF worth $1.96M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management sold 96 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.69K.
  • Schwab US Broad Market ETF made up 0.56% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 13 quarters since.
  • Keeler & Nadler Financial Planning & Wealth Management's Schwab US Broad Market ETF position peaked at $2.45M in Q4 2023.
  • 971 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.