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MGO One Seven’s Schwab US Broad Market ETF SCHB Stock Holding History

MGO One Seven’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 		$1.79M Sell
61,667
-2,556
-4% -$71.6K 0.03% 529
2026
Q1 		$1.61M Sell
64,223
-1,108
-2% -$29.1K 0.03% 512
2025
Q4 		$1.71M Buy
65,331
+7,681
+13% +$200K 0.04% 474
2025
Q3 		$1.48M Sell
57,650
-1,561
-3% -$38.6K 0.03% 479
2025
Q2 		$1.41M Sell
59,211
-6,253
-10% -$138K 0.05% 415
2025
Q1 		$1.41M Buy
65,464
+5,307
+9% +$121K 0.05% 352
2024
Q4 		$1.37M Sell
60,157
-24,809
-29% -$567K 0.05% 362
2024
Q3 		$1.88M Buy
84,966
+2,004
+2% +$42.8K 0.08% 256
2024
Q2 		$1.74M Sell
82,962
-8,454
-9% -$171K 0.08% 249
2024
Q1 		$1.86M Buy
91,416
+65,475
+252% +$1.27M 0.1% 227
2023
Q4 		$481K Buy
+25,941
New +$448K 0.03% 548
2022
Q2 		– Sell
-22,254
Closed -$396K – 702
2022
Q1 		$396K Buy
22,254
+9,342
+72% +$164K 0.04% 429
2021
Q4 		$243K Sell
12,912
-2,046
-14% -$37.6K 0.03% 560
2021
Q3 		$276K Sell
14,958
-144
-1% -$2.56K 0.04% 472
2021
Q2 		$262K Buy
15,102
+1,440
+11% +$24.4K 0.04% 486
2021
Q1 		$220K Buy
+13,662
New +$215K 0.04% 488

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

MGO One Seven's SCHB Position: Q2 2026 in Review

MGO One Seven reduced its Schwab US Broad Market ETF (SCHB) stake by 4% in Q2 2026, selling an estimated $71.6K and leaving 61,667 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #529.

MGO One Seven first reported a position in SCHB in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.88M in Q3 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • MGO One Seven held 61,667 shares of Schwab US Broad Market ETF worth $1.79M as of Q2 2026.
  • MGO One Seven sold 2,556 Schwab US Broad Market ETF shares in Q2 2026, an estimated $71.6K.
  • Schwab US Broad Market ETF made up 0.03% of MGO One Seven's portfolio in Q2 2026, its #529 holding.
  • MGO One Seven first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 16 quarters since.
  • MGO One Seven's Schwab US Broad Market ETF position peaked at $1.88M in Q3 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.