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Michels Family Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Michels Family Financial’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 		$340K Buy
11,731
+28
+0.2% +$784 0.22% 112
2026
Q1 		$294K Buy
11,703
+29
+0.2% +$761 0.21% 111
2025
Q4 		$306K Buy
11,674
+33
+0.3% +$859 0.23% 112
2025
Q3 		$299K Buy
11,641
+31
+0.3% +$767 0.23% 113
2025
Q2 		$277K Buy
11,610
+31
+0.3% +$683 0.24% 108
2025
Q1 		$249K Sell
11,579
-72
-0.6% -$1.64K 0.23% 114
2024
Q4 		$264K Buy
+11,651
New +$266K 0.24% 110

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

Michels Family Financial's SCHB Position: Q2 2026 in Review

Michels Family Financial increased its Schwab US Broad Market ETF (SCHB) stake by 0.24% in Q2 2026, buying an estimated $784 and bringing the position to 11,731 shares worth $340K. The position accounts for 0.22% of the portfolio, ranked #112.

Michels Family Financial first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Michels Family Financial held 11,731 shares of Schwab US Broad Market ETF worth $340K as of Q2 2026.
  • Michels Family Financial bought 28 Schwab US Broad Market ETF shares in Q2 2026, an estimated $784.
  • Schwab US Broad Market ETF made up 0.22% of Michels Family Financial's portfolio in Q2 2026, its #112 holding.
  • Michels Family Financial first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.