Mission Hills Financial Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Mission Hills Financial Advisory’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	$226K	Buy	+7,814	New	+$219K	0.1%	85
2026 Q1	–	Sell	-7,913	Closed	-$208K	–	58
2025 Q4	$208K	Buy	7,913 +38	+0.5%	+$989	0.11%	49
2025 Q3	$202K	Buy	+7,875	New	+$195K	0.11%	45

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Mission Hills Financial Advisory's SCHB Position: Q2 2026 in Review

Mission Hills Financial Advisory opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,814 shares worth $226K. The stake represents 0.1% of the portfolio and ranks #85 among its holdings. This is a return to the name: Mission Hills Financial Advisory previously reported a position in SCHB as recently as Q4 2025.

Mission Hills Financial Advisory first reported a position in SCHB in Q3 2025 and has held it in 3 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Mission Hills Financial Advisory held 7,814 shares of Schwab US Broad Market ETF worth $226K as of Q2 2026.
Schwab US Broad Market ETF was a new Mission Hills Financial Advisory position in Q2 2026.
Schwab US Broad Market ETF made up 0.1% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #85 holding.
Mission Hills Financial Advisory first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 3 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.