Phil A. Younker & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Phil A. Younker & Associates’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	$26.8M	Sell	926,210 -134,782	-13%	-$3.77M	18.08%	2
2026 Q1	$26.6M	Sell	1,060,992 -77,402	-7%	-$2.03M	17.76%	2
2025 Q4	$29.9M	Buy	1,138,394 +67,670	+6%	+$1.76M	20.82%	2
2025 Q3	$27.5M	Buy	1,070,724 +146,639	+16%	+$3.63M	21.09%	2
2025 Q2	$22M	Sell	924,085 -80,051	-8%	-$1.76M	21.71%	1
2025 Q1	$21.6M	Sell	1,004,136 -78,680	-7%	-$1.79M	21.28%	2
2024 Q4	$24.6M	Buy	+1,082,816	New	+$24.7M	24.57%	1

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Phil A. Younker & Associates's SCHB Position: Q2 2026 in Review

Phil A. Younker & Associates reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2026, selling an estimated $3.77M and leaving 926,210 shares worth $26.8M. The position accounts for 18.08% of the portfolio, ranked #2.

Phil A. Younker & Associates first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.9M in Q4 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Phil A. Younker & Associates held 926,210 shares of Schwab US Broad Market ETF worth $26.8M as of Q2 2026.
Phil A. Younker & Associates sold 134,782 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.77M.
Schwab US Broad Market ETF made up 18.08% of Phil A. Younker & Associates's portfolio in Q2 2026, its #2 holding.
Phil A. Younker & Associates first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
Phil A. Younker & Associates's Schwab US Broad Market ETF position peaked at $29.9M in Q4 2025.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.