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Mission Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Mission Wealth Management’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
534,501
+418,662
+361% +$11.7M 0.19% 74
2026
Q1 		$2.91M Buy
115,839
+3,320
+3% +$87.1K 0.06% 168
2025
Q4 		$2.95M Sell
112,519
-3,898
-3% -$101K 0.06% 173
2025
Q3 		$2.99M Buy
116,417
+71,542
+159% +$1.77M 0.06% 170
2025
Q2 		$1.07M Buy
44,875
+192
+0.4% +$4.23K 0.02% 316
2025
Q1 		$962K Buy
44,683
+13
+0% +$296 0.02% 314
2024
Q4 		$1.01M Sell
44,670
-2,232
-5% -$51K 0.02% 287
2024
Q3 		$1.04M Sell
46,902
-45
-0.1% -$961 0.03% 288
2024
Q2 		$984K Sell
46,947
-571,785
-92% -$11.6M 0.03% 271
2024
Q1 		$12.6M Buy
618,732
+558,876
+934% +$10.8M 0.33% 43
2023
Q4 		$1.11M Buy
59,856
+31,089
+108% +$537K 0.04% 218
2023
Q3 		$478K Sell
28,767
-552
-2% -$9.55K 0.02% 348
2023
Q2 		$505K Buy
29,319
+702
+2% +$11.4K 0.02% 342
2023
Q1 		$456K Sell
28,617
-1,698
-6% -$26.5K 0.02% 357
2022
Q4 		$453K Buy
30,315
+5,208
+21% +$78.3K 0.02% 339
2022
Q3 		$351K Hold
25,107
– – 0.02% 360
2022
Q2 		$370K Sell
25,107
-516
-2% -$8.28K 0.02% 362
2022
Q1 		$456K Buy
25,623
+939
+4% +$16.5K 0.02% 333
2021
Q4 		$465K Buy
24,684
+552
+2% +$10.2K 0.02% 324
2021
Q3 		$418K Hold
24,132
– – 0.02% 329
2021
Q2 		$419K Hold
24,132
– – 0.02% 324
2021
Q1 		$389K Hold
24,132
– – 0.02% 310
2020
Q4 		$366K Buy
+24,132
New +$344K 0.02% 304
2020
Q1 		– Sell
-26,718
Closed -$342K – 342
2019
Q4 		$342K Buy
+26,718
New +$328K 0.03% 233
2018
Q1 		– Sell
-18,696
Closed -$201K – 255
2017
Q4 		$201K Sell
18,696
-37,080
-66% -$389K 0.03% 214
2017
Q3 		$566K Buy
+55,776
New +$554K 0.1% 92

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

Mission Wealth Management's SCHB Position: Q2 2026 in Review

Mission Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 361% in Q2 2026, buying an estimated $11.7M and bringing the position to 534,501 shares worth $15.5M. The position accounts for 0.19% of the portfolio, ranked #74.

Mission Wealth Management first reported a position in SCHB in Q3 2017 and has held it in 26 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Mission Wealth Management held 534,501 shares of Schwab US Broad Market ETF worth $15.5M as of Q2 2026.
  • Mission Wealth Management bought 418,662 Schwab US Broad Market ETF shares in Q2 2026, an estimated $11.7M.
  • Schwab US Broad Market ETF made up 0.19% of Mission Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Mission Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2017 and has held it in 26 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.