Phillip James Consulting
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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
Q3 		$10.2M Sell
348,747
-9,192
-3% -$270K 6.88% 2
2026
Q2 		$10.4M Buy
+357,939
New +$10M 6.93% 4

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Phillip James Consulting's SCHB Position: Q3 2026 in Review

Phillip James Consulting reduced its Schwab US Broad Market ETF (SCHB) stake by 2.6% in Q3 2026, selling an estimated $270K and leaving 348,747 shares worth $10.2M. The position accounts for 6.88% of the portfolio, ranked #2.

Phillip James Consulting first reported a position in SCHB in Q2 2026 and has held it in 2 quarters since. The position peaked at $10.4M in Q2 2026. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Phillip James Consulting held 348,747 shares of Schwab US Broad Market ETF worth $10.2M as of Q3 2026.
  • Phillip James Consulting sold 9,192 Schwab US Broad Market ETF shares in Q3 2026, an estimated $270K.
  • Schwab US Broad Market ETF made up 6.88% of Phillip James Consulting's portfolio in Q3 2026, its #2 holding.
  • Phillip James Consulting first reported a position in Schwab US Broad Market ETF in Q2 2026 and has held it in 2 quarters since.
  • Phillip James Consulting's Schwab US Broad Market ETF position peaked at $10.4M in Q2 2026.
  • 1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.