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MYeCFO’s Schwab US Broad Market ETF SCHB Stock Holding History

MYeCFO’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 		$74.6M Buy
2,577,055
+19,332
+0.8% +$541K 28.17% 1
2026
Q1 		$64.2M Buy
2,557,723
+76,674
+3% +$2.01M 26.86% 1
2025
Q4 		$65.1M Buy
2,481,049
+63,496
+3% +$1.65M 27.62% 1
2025
Q3 		$62.2M Buy
2,417,553
+18,517
+0.8% +$458K 28.28% 1
2025
Q2 		$57.2M Buy
2,399,036
+30,801
+1% +$678K 28.04% 1
2025
Q1 		$51M Buy
2,368,235
+97,986
+4% +$2.23M 26.99% 1
2024
Q4 		$51.5M Buy
2,270,249
+47,327
+2% +$1.08M 27.82% 1
2024
Q3 		$49.3M Sell
2,222,922
-43,053
-2% -$919K 26.71% 1
2024
Q2 		$47.5M Buy
2,265,975
+6,900
+0.3% +$140K 27.39% 1
2024
Q1 		$46M Buy
2,259,075
+97,230
+4% +$1.88M 26.97% 1
2023
Q4 		$40.1M Buy
2,161,845
+91,500
+4% +$1.58M 25.28% 1
2023
Q3 		$34.5M Buy
2,070,345
+117,399
+6% +$2.03M 23.9% 1
2023
Q2 		$33.7M Sell
1,952,946
-62,748
-3% -$1.02M 24.46% 1
2023
Q1 		$32.2M Buy
2,015,694
+90,465
+5% +$1.41M 24.11% 1
2022
Q4 		$28.8M Buy
+1,925,229
New +$28.9M 23.68% 1

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

MYeCFO's SCHB Position: Q2 2026 in Review

MYeCFO increased its Schwab US Broad Market ETF (SCHB) stake by 0.76% in Q2 2026, buying an estimated $541K and bringing the position to 2,577,055 shares worth $74.6M. The position accounts for 28.17% of the portfolio, ranked #1.

MYeCFO first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • MYeCFO held 2,577,055 shares of Schwab US Broad Market ETF worth $74.6M as of Q2 2026.
  • MYeCFO bought 19,332 Schwab US Broad Market ETF shares in Q2 2026, an estimated $541K.
  • Schwab US Broad Market ETF made up 28.17% of MYeCFO's portfolio in Q2 2026, its #1 holding.
  • MYeCFO first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on MYeCFO's 13F filing for Q2 2026, filed 10 Aug 2026.