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

MBA 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 		$6.05M Buy
208,878
+5,514
+3% +$154K 2.04% 16
2026
Q1 		$5.1M Buy
203,364
+17,112
+9% +$449K 1.96% 16
2025
Q4 		$4.89M Buy
186,252
+2,835
+2% +$73.8K 1.97% 15
2025
Q3 		$4.72M Sell
183,417
-3,565
-2% -$88.2K 2.01% 14
2025
Q2 		$4.46M Buy
186,982
+6,920
+4% +$152K 2.06% 14
2025
Q1 		$3.88M Buy
180,062
+8,545
+5% +$194K 1.92% 15
2024
Q4 		$3.89M Buy
171,517
+3,739
+2% +$85.4K 1.95% 17
2024
Q3 		$3.72M Buy
167,778
+2,757
+2% +$58.9K 1.79% 18
2024
Q2 		$3.46M Buy
165,021
+6,759
+4% +$137K 1.77% 18
2024
Q1 		$3.22M Buy
158,262
+11,385
+8% +$220K 1.67% 19
2023
Q4 		$2.73M Buy
146,877
+19,143
+15% +$331K 1.52% 20
2023
Q3 		$2.12M Buy
127,734
+6,999
+6% +$121K 1.3% 21
2023
Q2 		$2.08M Sell
120,735
-4,737
-4% -$77.2K 1.24% 22
2023
Q1 		$2M Buy
125,472
+21,204
+20% +$332K 1.25% 25
2022
Q4 		$1.56M Sell
104,268
-1,647
-2% -$24.8K 1.02% 30
2022
Q3 		$1.48M Sell
105,915
-10,917
-9% -$170K 1.07% 29
2022
Q2 		$1.72M Buy
116,832
+4,530
+4% +$72.7K 1.18% 24
2022
Q1 		$2M Buy
112,302
+12,732
+13% +$223K 1.24% 25
2021
Q4 		$1.88M Buy
99,570
+8,346
+9% +$154K 1.16% 26
2021
Q3 		$1.58M Buy
91,224
+516
+0.6% +$9.18K 1.17% 26
2021
Q2 		$1.58M Sell
90,708
-15,336
-14% -$260K 0.73% 26
2021
Q1 		$1.71M Buy
+106,044
New +$1.67M 0.94% 19

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

MBA Advisors's SCHB Position: Q2 2026 in Review

MBA Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 2.7% in Q2 2026, buying an estimated $154K and bringing the position to 208,878 shares worth $6.05M. The position accounts for 2.04% of the portfolio, ranked #16.

MBA Advisors first reported a position in SCHB in Q1 2021 and has held it in 22 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • MBA Advisors held 208,878 shares of Schwab US Broad Market ETF worth $6.05M as of Q2 2026.
  • MBA Advisors bought 5,514 Schwab US Broad Market ETF shares in Q2 2026, an estimated $154K.
  • Schwab US Broad Market ETF made up 2.04% of MBA Advisors's portfolio in Q2 2026, its #16 holding.
  • MBA Advisors first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.