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

Operose 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 		$2.64M Buy
91,306
+244
+0.3% +$6.83K 0.51% 29
2026
Q1 		$2.29M Buy
91,062
+3,801
+4% +$99.7K 0.53% 28
2025
Q4 		$2.29M Buy
87,261
+272
+0.3% +$7.08K 0.53% 29
2025
Q3 		$2.24M Buy
86,989
+148
+0.2% +$3.66K 0.56% 26
2025
Q2 		$2.07M Buy
86,841
+1,388
+2% +$30.6K 0.58% 26
2025
Q1 		$1.84M Buy
85,453
+261
+0.3% +$5.94K 0.61% 24
2024
Q4 		$1.93M Sell
85,192
-2,321
-3% -$53K 0.66% 26
2024
Q3 		$1.94M Buy
87,513
+555
+0.6% +$11.8K 0.63% 20
2024
Q2 		$1.82M Hold
86,958
– – 0.65% 20
2024
Q1 		$1.77M Buy
86,958
+264
+0.3% +$5.11K 0.6% 19
2023
Q4 		$1.61M Buy
86,694
+11,427
+15% +$197K 0.64% 17
2023
Q3 		$1.25M Buy
75,267
+285
+0.4% +$4.93K 0.5% 24
2023
Q2 		$1.29M Buy
74,982
+276
+0.4% +$4.5K 0.59% 22
2023
Q1 		$1.19M Buy
74,706
+285
+0.4% +$4.46K 0.59% 22
2022
Q4 		$1.11M Sell
74,421
-3,198
-4% -$48.1K 0.59% 23
2022
Q3 		$1.09M Sell
77,619
-17,478
-18% -$272K 0.71% 21
2022
Q2 		$1.4M Buy
95,097
+14,487
+18% +$233K 0.99% 16
2022
Q1 		$1.44M Buy
80,610
+7,548
+10% +$132K 0.99% 16
2021
Q4 		$1.38M Buy
+73,062
New +$1.34M 1.12% 17

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

Operose Advisors's SCHB Position: Q2 2026 in Review

Operose Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q2 2026, buying an estimated $6.83K and bringing the position to 91,306 shares worth $2.64M. The position accounts for 0.51% of the portfolio, ranked #29.

Operose Advisors first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Operose Advisors held 91,306 shares of Schwab US Broad Market ETF worth $2.64M as of Q2 2026.
  • Operose Advisors bought 244 Schwab US Broad Market ETF shares in Q2 2026, an estimated $6.83K.
  • Schwab US Broad Market ETF made up 0.51% of Operose Advisors's portfolio in Q2 2026, its #29 holding.
  • Operose Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.