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PFG Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

PFG Investments’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 		$447K Buy
15,447
+441
+3% +$12.3K 0.02% 731
2026
Q1 		$377K Sell
15,006
-42
-0.3% -$1.1K 0.02% 738
2025
Q4 		$395K Sell
15,048
-459
-3% -$11.9K 0.02% 664
2025
Q3 		$399K Buy
15,507
+44
+0.3% +$1.09K 0.02% 649
2025
Q2 		$368K Buy
+15,463
New +$341K 0.02% 639
2024
Q2 		– Sell
-10,431
Closed -$212K – 1071
2024
Q1 		$212K Buy
+10,431
New +$202K 0.01% 879

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

PFG Investments's SCHB Position: Q2 2026 in Review

PFG Investments increased its Schwab US Broad Market ETF (SCHB) stake by 2.9% in Q2 2026, buying an estimated $12.3K and bringing the position to 15,447 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #731.

PFG Investments first reported a position in SCHB in Q1 2024 and has held it in 6 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • PFG Investments held 15,447 shares of Schwab US Broad Market ETF worth $447K as of Q2 2026.
  • PFG Investments bought 441 Schwab US Broad Market ETF shares in Q2 2026, an estimated $12.3K.
  • Schwab US Broad Market ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #731 holding.
  • PFG Investments first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.