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

LexAurum 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	$1.72M	Sell	59,310 -3,231	-5%	-$90.5K	0.2%	92
2026 Q1	$1.57M	Buy	+62,541	New	+$1.64M	0.2%	95
2025 Q3	$1.71M	Sell	66,332 -33,708	-34%	-$834K	0.24%	78
2025 Q2	$2.38M	Buy	100,040 +43,347	+76%	+$955K	0.38%	53
2025 Q1	$1.22M	Buy	56,693 +36,143	+176%	+$822K	0.23%	87
2024 Q4	$466K	Hold	20,550	–	–	0.09%	190
2024 Q3	$456K	Buy	20,550 +9,150	+80%	+$195K	0.1%	177
2024 Q2	$239K	Hold	11,400	–	–	0.06%	255
2024 Q1	$232K	Buy	11,400 +450	+4%	+$8.71K	0.06%	263
2023 Q4	$203K	Buy	+10,950	New	+$189K	0.05%	280

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

LexAurum Advisors's SCHB Position: Q2 2026 in Review

LexAurum Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 5.2% in Q2 2026, selling an estimated $90.5K and leaving 59,310 shares worth $1.72M. The position accounts for 0.2% of the portfolio, ranked #92.

LexAurum Advisors first reported a position in SCHB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.38M in Q2 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

LexAurum Advisors held 59,310 shares of Schwab US Broad Market ETF worth $1.72M as of Q2 2026.
LexAurum Advisors sold 3,231 Schwab US Broad Market ETF shares in Q2 2026, an estimated $90.5K.
Schwab US Broad Market ETF made up 0.2% of LexAurum Advisors's portfolio in Q2 2026, its #92 holding.
LexAurum Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 10 quarters since.
LexAurum Advisors's Schwab US Broad Market ETF position peaked at $2.38M in Q2 2025.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.