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

Muirfield Wealth 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	$770K	Sell	26,585 -2,355	-8%	-$65.9K	0.5%	47
2026 Q1	$726K	Sell	28,940 -728	-2%	-$19.1K	0.53%	45
2025 Q4	$778K	Sell	29,668 -1,580	-5%	-$41.1K	0.57%	42
2025 Q3	$803K	Buy	31,248 +90	+0.3%	+$2.23K	0.6%	37
2025 Q2	$742K	Sell	31,158 -9,677	-24%	-$213K	0.59%	37
2025 Q1	$879K	Sell	40,835 -615	-1%	-$14K	0.75%	29
2024 Q4	$941K	Buy	41,450 +170	+0.4%	+$3.88K	0.78%	31
2024 Q3	$915K	Buy	41,280 +306	+0.7%	+$6.53K	0.78%	35
2024 Q2	$859K	Sell	40,974 -828	-2%	-$16.8K	0.81%	33
2024 Q1	$851K	Sell	41,802 -1,887	-4%	-$36.5K	0.82%	34
2023 Q4	$811K	Buy	+43,689	New	+$755K	0.86%	29

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Muirfield Wealth Advisors's SCHB Position: Q2 2026 in Review

Muirfield Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 8.1% in Q2 2026, selling an estimated $65.9K and leaving 26,585 shares worth $770K. The position accounts for 0.5% of the portfolio, ranked #47.

Muirfield Wealth Advisors first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $941K in Q4 2024. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Muirfield Wealth Advisors held 26,585 shares of Schwab US Broad Market ETF worth $770K as of Q2 2026.
Muirfield Wealth Advisors sold 2,355 Schwab US Broad Market ETF shares in Q2 2026, an estimated $65.9K.
Schwab US Broad Market ETF made up 0.5% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Muirfield Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
Muirfield Wealth Advisors's Schwab US Broad Market ETF position peaked at $941K in Q4 2024.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.