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McIlrath & Eck’s Schwab US Broad Market ETF SCHB Stock Holding History

McIlrath & Eck’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
Q1 		$106K Sell
4,230
-252
-6% -$6.61K 0.01% 370
2025
Q4 		$118K Hold
4,482
– – 0.01% 228
2025
Q3 		$115K Hold
4,482
– – 0.01% 201
2025
Q2 		$107K Hold
4,482
– – 0.01% 196
2025
Q1 		$96.5K Buy
4,482
+252
+6% +$5.73K 0.01% 207
2024
Q4 		$96K Hold
4,230
– – 0.01% 198
2024
Q3 		$93.8K Hold
4,230
– – 0.01% 197
2024
Q2 		$88.6K Hold
4,230
– – 0.01% 195
2024
Q1 		$86.1K Hold
4,230
– – 0.01% 198
2023
Q4 		$78.5K Sell
4,230
-186
-4% -$3.21K 0.01% 198
2023
Q3 		$73.4K Hold
4,416
– – 0.01% 205
2023
Q2 		$76.1K Hold
4,416
– – 0.02% 199
2023
Q1 		$70.4K Sell
4,416
-102
-2% -$1.59K 0.02% 199
2022
Q4 		$67.5K Hold
4,518
– – 0.02% 201
2022
Q3 		$63K Hold
4,518
– – 0.02% 207
2022
Q2 		$67K Hold
4,518
– – 0.02% 192
2022
Q1 		$80K Hold
4,518
– – 0.02% 182
2021
Q4 		$85K Hold
4,518
– – 0.02% 170
2021
Q3 		$78K Hold
4,518
– – 0.02% 172
2021
Q2 		$79K Hold
4,518
– – 0.02% 185
2021
Q1 		$73K Hold
4,518
– – 0.03% 154
2020
Q4 		$69K Hold
4,518
– – 0.03% 141
2020
Q3 		$60K Sell
4,518
-294
-6% -$3.87K 0.03% 135
2020
Q2 		$59K Hold
4,812
– – 0.03% 122
2020
Q1 		$48K Hold
4,812
– – 0.03% 125
2019
Q4 		$62K Buy
4,812
+582
+14% +$7.14K 0.03% 124
2019
Q3 		$50K Buy
+4,230
New +$50K 0.03% 118

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 $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

McIlrath & Eck's SCHB Position: Q1 2026 in Review

McIlrath & Eck reduced its Schwab US Broad Market ETF (SCHB) stake by 5.6% in Q1 2026, selling an estimated $6.61K and leaving 4,230 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #370.

McIlrath & Eck first reported a position in SCHB in Q3 2019 and has held it in 27 quarters since. The position peaked at $118K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • McIlrath & Eck held 4,230 shares of Schwab US Broad Market ETF worth $106K as of Q1 2026.
  • McIlrath & Eck sold 252 Schwab US Broad Market ETF shares in Q1 2026, an estimated $6.61K.
  • Schwab US Broad Market ETF made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #370 holding.
  • McIlrath & Eck first reported a position in Schwab US Broad Market ETF in Q3 2019 and has held it in 27 quarters since.
  • McIlrath & Eck's Schwab US Broad Market ETF position peaked at $118K in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.