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Phillip James Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History

Phillip James Consulting’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 		$10.4M Buy
+357,939
New +$10M 6.93% 4

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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

Phillip James Consulting's SCHB Position: Q2 2026 in Review

Phillip James Consulting opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 357,939 shares worth $10.4M. The stake represents 6.93% of the portfolio and ranks #4 among its holdings.

1,344 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Phillip James Consulting held 357,939 shares of Schwab US Broad Market ETF worth $10.4M as of Q2 2026.
  • Schwab US Broad Market ETF was a new Phillip James Consulting position in Q2 2026.
  • Schwab US Broad Market ETF made up 6.93% of Phillip James Consulting's portfolio in Q2 2026, its #4 holding.
  • 1,344 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.