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Monetary Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Monetary Solutions’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 		$5.73K Hold
198
– – ﹤0.01% 232
2026
Q1 		$4.97K Hold
198
– – ﹤0.01% 231
2025
Q4 		$5.19K Buy
+198
New +$5.15K 0.01% 221

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $103B AUM 28.65% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Monetary Solutions's SCHB Position: Q2 2026 in Review

Monetary Solutions held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 198 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Monetary Solutions first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,240 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Monetary Solutions held 198 shares of Schwab US Broad Market ETF worth $5.73K as of Q2 2026.
  • Monetary Solutions left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Monetary Solutions's portfolio in Q2 2026, its #232 holding.
  • Monetary Solutions first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.