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Physician Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Physician Wealth Advisors’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 		$16K Sell
552
-17,266
-97% -$483K ﹤0.01% 739
2026
Q1 		$447K Sell
17,818
-285
-2% -$7.48K 0.06% 113
2025
Q4 		$475K Hold
18,103
– – 0.07% 107
2025
Q3 		$465K Buy
18,103
+1
+0% +$25 0.07% 113
2025
Q2 		$431K Buy
18,102
+175
+1% +$3.85K 0.07% 109
2025
Q1 		$386K Buy
17,927
+245
+1% +$5.57K 0.07% 111
2024
Q4 		$401K Sell
17,682
-48,954
-73% -$1.12M 0.07% 113
2024
Q3 		$498K Buy
66,636
+44,424
+200% +$949K 0.09% 95
2024
Q2 		$485K Hold
22,212
– – 0.09% 94
2024
Q1 		$433K Hold
22,212
– – 0.09% 97
2023
Q4 		$418K Sell
22,212
-1,437
-6% -$24.8K 0.09% 95
2023
Q3 		$396K Sell
23,649
-1,125
-5% -$19.5K 0.1% 93
2023
Q2 		$428K Hold
24,774
– – 0.11% 86
2023
Q1 		$399K Buy
24,774
+4,200
+20% +$65.7K 0.1% 90
2022
Q4 		$323K Hold
20,574
– – 0.09% 101
2022
Q3 		$304K Hold
20,574
– – 0.09% 106
2022
Q2 		$331K Buy
20,574
+180
+0.9% +$2.89K 0.1% 103
2022
Q1 		$344K Sell
20,394
-11,154
-35% -$196K 0.09% 110
2021
Q4 		$581K Buy
31,548
+192
+0.6% +$3.53K 0.15% 81
2021
Q3 		$564K Sell
31,356
-552
-2% -$9.82K 0.16% 82
2021
Q2 		$560K Hold
31,908
– – 0.16% 80
2021
Q1 		$527K Sell
31,908
-180
-0.6% -$2.84K 0.17% 79
2020
Q4 		$514K Sell
32,088
-5,910
-16% -$84.2K 0.17% 76
2020
Q3 		$500K Sell
37,998
-3,366
-8% -$44.3K 0.2% 67
2020
Q2 		$551K Buy
41,364
+4,140
+11% +$47.7K 0.22% 65
2020
Q1 		$406K Sell
37,224
-26,298
-41% -$318K 0.2% 65
2019
Q4 		$829K Sell
63,522
-17,526
-22% -$215K 0.37% 39
2019
Q3 		$1.01M Buy
+81,048
New +$958K 0.5% 36

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

Physician Wealth Advisors's SCHB Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 97% in Q2 2026, selling an estimated $483K and leaving 552 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Physician Wealth Advisors first reported a position in SCHB in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.01M in Q3 2019. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Physician Wealth Advisors held 552 shares of Schwab US Broad Market ETF worth $16K as of Q2 2026.
  • Physician Wealth Advisors sold 17,266 Schwab US Broad Market ETF shares in Q2 2026, an estimated $483K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #739 holding.
  • Physician Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Schwab US Broad Market ETF position peaked at $1.01M in Q3 2019.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.