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Lloyd Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Lloyd Advisory Services’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 		– Sell
-6
Closed -$151 – 938
2026
Q1 		$151 Buy
+6
New +$157 ﹤0.01% 798

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Lloyd Advisory Services's SCHB Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 6 shares — an estimated $151 sold.

Lloyd Advisory Services first reported a position in SCHB in Q1 2026 and held it in 1 quarter. The position peaked at $151 in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 6 Schwab US Broad Market ETF shares in Q2 2026, an estimated $151.
  • Lloyd Advisory Services first reported a position in Schwab US Broad Market ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Schwab US Broad Market ETF position peaked at $151 in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.