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Perryman Financial Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Perryman Financial Advisory’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 		$661K Sell
22,835
-4,016
-15% -$112K 0.09% 119
2026
Q1 		$674K Buy
26,851
+43
+0.2% +$1.13K 0.1% 111
2025
Q4 		$703K Buy
+26,808
New +$698K 0.1% 108

Other funds holding SCHB

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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 $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

Perryman Financial Advisory's SCHB Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Schwab US Broad Market ETF (SCHB) stake by 15% in Q2 2026, selling an estimated $112K and leaving 22,835 shares worth $661K. The position accounts for 0.09% of the portfolio, ranked #119.

Perryman Financial Advisory first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $703K in Q4 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Perryman Financial Advisory held 22,835 shares of Schwab US Broad Market ETF worth $661K as of Q2 2026.
  • Perryman Financial Advisory sold 4,016 Schwab US Broad Market ETF shares in Q2 2026, an estimated $112K.
  • Schwab US Broad Market ETF made up 0.09% of Perryman Financial Advisory's portfolio in Q2 2026, its #119 holding.
  • Perryman Financial Advisory first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's Schwab US Broad Market ETF position peaked at $703K in Q4 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.