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Morris Financial Concepts’s Schwab US Broad Market ETF SCHB Stock Holding History

Morris Financial Concepts’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 		$570K Hold
19,691
– – 0.17% 75
2026
Q1 		$494K Hold
19,691
– – 0.17% 72
2025
Q4 		$517K Sell
19,691
-139
-0.7% -$3.62K 0.18% 68
2025
Q3 		$510K Hold
19,830
– – 0.18% 68
2025
Q2 		$473K Hold
19,830
– – 0.19% 68
2025
Q1 		$427K Hold
19,830
– – 0.18% 77
2024
Q4 		$450K Sell
19,830
-30
-0.2% -$685 0.19% 69
2024
Q3 		$440K Hold
19,860
– – 0.19% 70
2024
Q2 		$416K Sell
19,860
-90
-0.5% -$1.82K 0.2% 68
2024
Q1 		$406K Hold
19,950
– – 0.21% 66
2023
Q4 		$370K Sell
19,950
-81
-0.4% -$1.4K 0.21% 62
2023
Q3 		$333K Hold
20,031
– – 0.22% 61
2023
Q2 		$345K Hold
20,031
– – 0.22% 60
2023
Q1 		$320K Buy
+20,031
New +$313K 0.23% 59

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 $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

Morris Financial Concepts's SCHB Position: Q2 2026 in Review

Morris Financial Concepts held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 19,691 shares worth $570K. The position accounts for 0.17% of the portfolio, ranked #75.

Morris Financial Concepts first reported a position in SCHB in Q1 2023 and has held it in 14 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Morris Financial Concepts held 19,691 shares of Schwab US Broad Market ETF worth $570K as of Q2 2026.
  • Morris Financial Concepts left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.17% of Morris Financial Concepts's portfolio in Q2 2026, its #75 holding.
  • Morris Financial Concepts first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.