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

Medallion 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 		$3.4M Sell
117,410
-3,550
-3% -$99.4K 1.07% 18
2026
Q1 		$3.04M Buy
120,960
+5,019
+4% +$132K 0.99% 20
2025
Q4 		$3.04M Buy
115,941
+11,955
+11% +$311K 1.02% 18
2025
Q3 		$2.67M Buy
103,986
+10,210
+11% +$253K 0.95% 20
2025
Q2 		$2.23M Sell
93,776
-7,069
-7% -$156K 0.86% 25
2025
Q1 		$2.18M Buy
100,845
+15,951
+19% +$363K 0.99% 22
2024
Q4 		$1.93M Buy
+84,894
New +$1.94M 0.96% 23

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

Medallion Wealth Advisors's SCHB Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 2.9% in Q2 2026, selling an estimated $99.4K and leaving 117,410 shares worth $3.4M. The position accounts for 1.07% of the portfolio, ranked #18.

Medallion 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.

  • Medallion Wealth Advisors held 117,410 shares of Schwab US Broad Market ETF worth $3.4M as of Q2 2026.
  • Medallion Wealth Advisors sold 3,550 Schwab US Broad Market ETF shares in Q2 2026, an estimated $99.4K.
  • Schwab US Broad Market ETF made up 1.07% of Medallion Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Medallion 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 Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.