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

Milestone Investment 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 		$15.5M Buy
536,856
+3,674
+0.7% +$103K 3.36% 6
2026
Q1 		$13.4M Sell
533,182
-8,262
-2% -$217K 3.23% 6
2025
Q4 		$14.2M Sell
541,444
-22,878
-4% -$596K 3.44% 6
2025
Q3 		$14.5M Sell
564,322
-5,805
-1% -$144K 3.6% 6
2025
Q2 		$13.6M Sell
570,127
-15,102
-3% -$333K 3.54% 6
2025
Q1 		$12.6M Sell
585,229
-11,992
-2% -$273K 3.5% 6
2024
Q4 		$13.6M Buy
597,221
+28,322
+5% +$647K 3.68% 7
2024
Q3 		$12.6M Sell
568,899
-13,527
-2% -$289K 3.53% 8
2024
Q2 		$12.2M Sell
582,426
-33,384
-5% -$676K 3.25% 8
2024
Q1 		$12.5M Sell
615,810
-15,825
-3% -$306K 3.38% 9
2023
Q4 		$11.7M Sell
631,635
-18,462
-3% -$319K 3.41% 10
2023
Q3 		$10.8M Sell
650,097
-19,989
-3% -$346K 3.07% 10
2023
Q2 		$11.5M Sell
670,086
-2,004
-0.3% -$32.7K 3.58% 11
2023
Q1 		$10.7M Buy
672,090
+978
+0.1% +$15.3K 3.31% 9
2022
Q4 		$10M Buy
+671,112
New +$10.1M 3.51% 10

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

Milestone Investment Advisors's SCHB Position: Q2 2026 in Review

Milestone Investment Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.69% in Q2 2026, buying an estimated $103K and bringing the position to 536,856 shares worth $15.5M. The position accounts for 3.36% of the portfolio, ranked #6.

Milestone Investment Advisors first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Milestone Investment Advisors held 536,856 shares of Schwab US Broad Market ETF worth $15.5M as of Q2 2026.
  • Milestone Investment Advisors bought 3,674 Schwab US Broad Market ETF shares in Q2 2026, an estimated $103K.
  • Schwab US Broad Market ETF made up 3.36% of Milestone Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Milestone Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.