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Market Street Wealth Management Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Market Street Wealth Management 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 		$332K Hold
11,468
– – 0.05% 97
2026
Q1 		$288K Hold
11,468
– – 0.05% 90
2025
Q4 		$301K Hold
11,468
– – 0.05% 88
2025
Q3 		$295K Hold
11,468
– – 0.05% 90
2025
Q2 		$273K Hold
11,468
– – 0.04% 89
2025
Q1 		$247K Hold
11,468
– – 0.04% 90
2024
Q4 		$260K Sell
11,468
-1
-0% -$23 0.04% 92
2024
Q3 		$254K Sell
11,469
-282
-2% -$6.02K 0.04% 92
2024
Q2 		$246K Hold
11,751
– – 0.04% 88
2024
Q1 		$239K Sell
11,751
-2,301
-16% -$44.5K 0.04% 92
2023
Q4 		$261K Buy
+14,052
New +$243K 0.05% 90

Other funds holding SCHB

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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Market Street Wealth Management Advisors's SCHB Position: Q2 2026 in Review

Market Street Wealth Management Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 11,468 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #97.

Market Street Wealth Management Advisors first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 952 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Market Street Wealth Management Advisors held 11,468 shares of Schwab US Broad Market ETF worth $332K as of Q2 2026.
  • Market Street Wealth Management Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.05% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #97 holding.
  • Market Street Wealth Management Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 952 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.