MYeCFO
SCHB icon

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
Q3 		$75M Sell
2,557,813
-19,242
-0.7% -$565K 28.15% 1
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

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

MYeCFO's SCHB Position: Q3 2026 in Review

MYeCFO reduced its Schwab US Broad Market ETF (SCHB) stake by 0.75% in Q3 2026, selling an estimated $565K and leaving 2,557,813 shares worth $75M. The position accounts for 28.15% of the portfolio, ranked #1.

MYeCFO first reported a position in SCHB in Q4 2022 and has held it in 16 quarters since. 725 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • MYeCFO held 2,557,813 shares of Schwab US Broad Market ETF worth $75M as of Q3 2026.
  • MYeCFO sold 19,242 Schwab US Broad Market ETF shares in Q3 2026, an estimated $565K.
  • Schwab US Broad Market ETF made up 28.15% of MYeCFO's portfolio in Q3 2026, its #1 holding.
  • MYeCFO first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 16 quarters since.
  • 725 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.