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Millstone Evans Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Millstone Evans Group’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 		$28.7K Buy
992
+3
+0.3% +$84 0.02% 457
2026
Q1 		$24.8K Sell
989
-316
-24% -$8.29K 0.01% 453
2025
Q4 		$34.2K Sell
1,305
-53
-4% -$1.38K 0.02% 399
2025
Q3 		$34.9K Buy
1,358
+4
+0.3% +$99 0.02% 387
2025
Q2 		$32.3K Buy
1,354
+3
+0.2% +$66 0.02% 382
2025
Q1 		$29.1K Buy
1,351
+34
+3% +$773 0.02% 390
2024
Q4 		$29.9K Buy
+1,317
New +$30.1K 0.02% 375

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

Millstone Evans Group's SCHB Position: Q2 2026 in Review

Millstone Evans Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.3% in Q2 2026, buying an estimated $84 and bringing the position to 992 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #457.

Millstone Evans Group first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.9K in Q3 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Millstone Evans Group held 992 shares of Schwab US Broad Market ETF worth $28.7K as of Q2 2026.
  • Millstone Evans Group bought 3 Schwab US Broad Market ETF shares in Q2 2026, an estimated $84.
  • Schwab US Broad Market ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #457 holding.
  • Millstone Evans Group first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Schwab US Broad Market ETF position peaked at $34.9K in Q3 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.