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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
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

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R
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SCM
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UBS AM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Mission Hills Financial Advisory's SCHB Position: Q1 2026 in Review

Mission Hills Financial Advisory sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 7,913 shares — an estimated $208K sold.

Mission Hills Financial Advisory first reported a position in SCHB in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Mission Hills Financial Advisory reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Mission Hills Financial Advisory sold 7,913 Schwab US Broad Market ETF shares in Q1 2026, an estimated $208K.
  • Mission Hills Financial Advisory first reported a position in Schwab US Broad Market ETF in Q3 2025 and held it in 2 quarters.
  • Mission Hills Financial Advisory's Schwab US Broad Market ETF position peaked at $208K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.