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Occidental Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Occidental Asset Management’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 		$291K Buy
10,060
+180
+2% +$5.04K 0.03% 245
2026
Q1 		$248K Hold
9,880
– – 0.03% 239
2025
Q4 		$259K Buy
9,880
+400
+4% +$10.4K 0.03% 229
2025
Q3 		$244K Buy
+9,480
New +$235K 0.03% 235

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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

Occidental Asset Management's SCHB Position: Q2 2026 in Review

Occidental Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 1.8% in Q2 2026, buying an estimated $5.04K and bringing the position to 10,060 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #245.

Occidental Asset Management first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Occidental Asset Management held 10,060 shares of Schwab US Broad Market ETF worth $291K as of Q2 2026.
  • Occidental Asset Management bought 180 Schwab US Broad Market ETF shares in Q2 2026, an estimated $5.04K.
  • Schwab US Broad Market ETF made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #245 holding.
  • Occidental Asset Management first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.