Marshall & Sterling Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Marshall & Sterling Wealth 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	$93.4K	Buy	3,225 +2	+0.1%	+$56	0.06%	120
2026 Q1	$80.9K	Buy	3,223 +1	+0%	+$26	0.05%	120
2025 Q4	$84.5K	Buy	3,222 +1	+0%	+$26	0.06%	115
2025 Q3	$82.8K	Sell	3,221 -37	-1%	-$916	0.05%	128
2025 Q2	$77.6K	Buy	3,258 +3	+0.1%	+$66	0.05%	121
2025 Q1	$70.1K	Buy	3,255 +2	+0.1%	+$45	0.05%	124
2024 Q4	$73.8K	Buy	+3,253	New	+$74.3K	0.05%	109

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 $104B AUM 28.3% 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

Marshall & Sterling Wealth Advisors's SCHB Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.06% in Q2 2026, buying an estimated $56 and bringing the position to 3,225 shares worth $93.4K. The position accounts for 0.06% of the portfolio, ranked #120.

Marshall & Sterling Wealth Advisors first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Marshall & Sterling Wealth Advisors held 3,225 shares of Schwab US Broad Market ETF worth $93.4K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 2 Schwab US Broad Market ETF shares in Q2 2026, an estimated $56.
Schwab US Broad Market ETF made up 0.06% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Marshall & Sterling Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.