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

Milestones Private 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 		$996K Sell
34,389
-3,077
-8% -$86.1K 0.79% 30
2026
Q1 		$940K Sell
37,466
-116,720
-76% -$3.06M 0.83% 36
2025
Q4 		$4.04M Sell
154,186
-2,402
-2% -$62.5K 2.78% 5
2025
Q3 		$4.03M Buy
156,588
+4,724
+3% +$117K 2.75% 8
2025
Q2 		$3.62M Buy
+151,864
New +$3.35M 2.68% 8

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

Milestones Private Investment Advisors's SCHB Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 8.2% in Q2 2026, selling an estimated $86.1K and leaving 34,389 shares worth $996K. The position accounts for 0.79% of the portfolio, ranked #30.

Milestones Private Investment Advisors first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.04M in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Milestones Private Investment Advisors held 34,389 shares of Schwab US Broad Market ETF worth $996K as of Q2 2026.
  • Milestones Private Investment Advisors sold 3,077 Schwab US Broad Market ETF shares in Q2 2026, an estimated $86.1K.
  • Schwab US Broad Market ETF made up 0.79% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Milestones Private Investment Advisors first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's Schwab US Broad Market ETF position peaked at $4.04M in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.