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LaSalle St. Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

LaSalle St. Investment 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 		$921K Buy
31,788
+1
+0% +$28 0.11% 153
2026
Q1 		$798K Hold
31,787
– – 0.11% 144
2025
Q4 		$833K Sell
31,787
-1,900
-6% -$49.5K 0.13% 126
2025
Q3 		$866K Hold
33,687
– – 0.16% 108
2025
Q2 		$802K Hold
33,687
– – 0.22% 102
2025
Q1 		$725K Sell
33,687
-5,784
-15% -$132K 0.17% 113
2024
Q4 		$895K Hold
39,471
– – 0.28% 72
2024
Q3 		$875K Buy
39,471
+45
+0.1% +$961 0.34% 52
2024
Q2 		$826K Hold
39,426
– – 0.41% 45
2024
Q1 		$731K Hold
39,426
– – 0.41% 39
2023
Q4 		$732K Sell
39,426
-1,188
-3% -$20.5K 0.49% 36
2023
Q3 		$674K Buy
+40,614
New +$703K 0.33% 41
2023
Q2 		– Sell
-40,614
Closed -$647K – 134
2023
Q1 		$647K Sell
40,614
-5,439
-12% -$85K 0.29% 52
2022
Q4 		$687K Buy
+46,053
New +$692K 0.32% 44

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

LaSalle St. Investment Advisors's SCHB Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q2 2026, buying an estimated $28 and bringing the position to 31,788 shares worth $921K. The position accounts for 0.11% of the portfolio, ranked #153.

LaSalle St. Investment Advisors first reported a position in SCHB in Q4 2022 and has held it in 14 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • LaSalle St. Investment Advisors held 31,788 shares of Schwab US Broad Market ETF worth $921K as of Q2 2026.
  • LaSalle St. Investment Advisors bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up 0.11% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • LaSalle St. Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.