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Modus Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Modus 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 		$2.22M Hold
76,678
– – 0.55% 59
2026
Q1 		$1.92M Sell
76,678
-606
-0.8% -$15.9K 0.53% 61
2025
Q4 		$2.03M Hold
77,284
– – 0.53% 58
2025
Q3 		$1.99M Sell
77,284
-253
-0.3% -$6.26K 0.54% 55
2025
Q2 		$1.85M Sell
77,537
-114
-0.1% -$2.51K 0.55% 57
2025
Q1 		$1.67M Sell
77,651
-1,722
-2% -$39.2K 0.55% 56
2024
Q4 		$1.8M Buy
79,373
+1,433
+2% +$32.7K 0.56% 54
2024
Q3 		$1.73M Buy
77,940
+3
+0% +$64 0.57% 51
2024
Q2 		$1.63M Sell
77,937
-471
-0.6% -$9.54K 0.58% 50
2024
Q1 		$1.6M Sell
78,408
-1,257
-2% -$24.3K 0.59% 48
2023
Q4 		$1.48M Sell
79,665
-372
-0.5% -$6.42K 0.6% 49
2023
Q3 		$1.33M Sell
80,037
-357
-0.4% -$6.18K 0.58% 54
2023
Q2 		$1.39M Sell
80,394
-120
-0.1% -$1.96K 0.59% 54
2023
Q1 		$1.28M Sell
80,514
-660
-0.8% -$10.3K 0.59% 54
2022
Q4 		$1.21M Sell
81,174
-5,160
-6% -$77.5K 0.59% 55
2022
Q3 		$1.21M Sell
86,334
-45
-0.1% -$700 0.64% 48
2022
Q2 		$1.27M Buy
86,379
+111
+0.1% +$1.78K 0.64% 51
2022
Q1 		$1.53M Sell
86,268
-4,152
-5% -$72.9K 0.67% 49
2021
Q4 		$1.7M Sell
90,420
-9,120
-9% -$168K 0.72% 46
2021
Q3 		$1.72M Sell
99,540
-12,060
-11% -$214K 0.75% 47
2021
Q2 		$1.94M Sell
111,600
-3,540
-3% -$59.9K 0.82% 39
2021
Q1 		$1.86M Sell
115,140
-3,882
-3% -$61.2K 0.86% 40
2020
Q4 		$1.8M Sell
119,022
-15,768
-12% -$225K 0.93% 37
2020
Q3 		$1.79M Sell
134,790
-213,696
-61% -$2.81M 1.03% 30
2020
Q2 		$4.27M Sell
348,486
-337,962
-49% -$3.9M 2.78% 9
2020
Q1 		$6.91M Sell
686,448
-79,860
-10% -$966K 6.41% 5
2019
Q4 		$9.82M Buy
+766,308
New +$9.4M 7.74% 2

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

Modus Advisors's SCHB Position: Q2 2026 in Review

Modus Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 76,678 shares worth $2.22M. The position accounts for 0.55% of the portfolio, ranked #59.

Modus Advisors first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.82M in Q4 2019. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Modus Advisors held 76,678 shares of Schwab US Broad Market ETF worth $2.22M as of Q2 2026.
  • Modus Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.55% of Modus Advisors's portfolio in Q2 2026, its #59 holding.
  • Modus Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Modus Advisors's Schwab US Broad Market ETF position peaked at $9.82M in Q4 2019.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.