Mason & Associates (Virginia)’s Schwab US Broad Market ETF SCHB Stock Holding History

Mason & Associates (Virginia)’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	$2.81M	Buy	97,033 +4	+0%	+$112	0.58%	16
2026 Q1	$2.44M	Sell	97,029 -2	-0%	-$52	0.56%	16
2025 Q4	$2.55M	Sell	97,031 -6,131	-6%	-$160K	0.58%	16
2025 Q3	$2.46M	Hold	103,162	–	–	0.62%	15
2025 Q2	$2.46M	Sell	103,162 -1,801	-2%	-$39.7K	0.62%	15
2025 Q1	$2.26M	Sell	104,963 -5,624	-5%	-$128K	0.65%	14
2024 Q4	$2.51M	Sell	110,587 -2,066	-2%	-$47.2K	0.75%	13
2024 Q3	$2.5M	Sell	112,653 -2,022	-2%	-$43.2K	0.76%	13
2024 Q2	$2.4M	Buy	+114,675	New	+$2.32M	0.79%	13

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

Mason & Associates (Virginia)'s SCHB Position: Q2 2026 in Review

Mason & Associates (Virginia) increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q2 2026, buying an estimated $112 and bringing the position to 97,033 shares worth $2.81M. The position accounts for 0.58% of the portfolio, ranked #16.

Mason & Associates (Virginia) first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Mason & Associates (Virginia) held 97,033 shares of Schwab US Broad Market ETF worth $2.81M as of Q2 2026.
Mason & Associates (Virginia) bought 4 Schwab US Broad Market ETF shares in Q2 2026, an estimated $112.
Schwab US Broad Market ETF made up 0.58% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #16 holding.
Mason & Associates (Virginia) first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.