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Pinion Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Pinion Investment 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 		$378K Buy
13,067
+835
+7% +$23.4K 0.07% 148
2026
Q1 		$307K Sell
12,232
-684
-5% -$17.9K 0.07% 146
2025
Q4 		$339K Sell
12,916
-1
-0% -$26 0.08% 128
2025
Q3 		$338K Sell
12,917
-189
-1% -$4.68K 0.09% 126
2025
Q2 		$312K Sell
13,106
-13,574
-51% -$299K 0.11% 126
2025
Q1 		$574K Buy
26,680
+11,295
+73% +$257K 0.13% 90
2024
Q4 		$349K Buy
15,385
+727
+5% +$16.6K 0.14% 111
2024
Q3 		$325K Sell
14,658
-993
-6% -$21.2K 0.14% 121
2024
Q2 		$328K Sell
15,651
-5,052
-24% -$102K 0.16% 108
2024
Q1 		$421K Buy
20,703
+390
+2% +$7.55K 0.22% 91
2023
Q4 		$377K Buy
20,313
+291
+1% +$5.03K 0.23% 93
2023
Q3 		$333K Sell
20,022
-279
-1% -$4.83K 0.22% 111
2023
Q2 		$350K Sell
20,301
-5,574
-22% -$90.9K 0.24% 106
2023
Q1 		$413K Buy
25,875
+21
+0.1% +$328 0.39% 68
2022
Q4 		$386K Sell
25,854
-567
-2% -$8.52K 0.36% 75
2022
Q3 		$370K Buy
26,421
+207
+0.8% +$3.22K 0.32% 101
2022
Q2 		$386K Sell
26,214
-384
-1% -$6.16K 0.32% 101
2022
Q1 		$473K Buy
26,598
+852
+3% +$15K 0.33% 98
2021
Q4 		$485K Buy
25,746
+5,748
+29% +$106K 0.33% 93
2021
Q3 		$346K Sell
19,998
-23,286
-54% -$414K 0.28% 111
2021
Q2 		$752K Sell
43,284
-2,040
-5% -$34.5K 0.61% 48
2021
Q1 		$731K Sell
45,324
-2,544
-5% -$40.1K 0.68% 43
2020
Q4 		$726K Sell
47,868
-444
-0.9% -$6.32K 0.76% 33
2020
Q3 		$592K Hold
48,312
– – 0.89% 38
2020
Q2 		$592K Buy
48,312
+7,722
+19% +$89K 0.89% 38
2020
Q1 		$409K Buy
+40,590
New +$491K 0.88% 51

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

Pinion Investment Advisors's SCHB Position: Q2 2026 in Review

Pinion Investment Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 6.8% in Q2 2026, buying an estimated $23.4K and bringing the position to 13,067 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #148.

Pinion Investment Advisors first reported a position in SCHB in Q1 2020 and has held it in 26 quarters since. The position peaked at $752K in Q2 2021. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Pinion Investment Advisors held 13,067 shares of Schwab US Broad Market ETF worth $378K as of Q2 2026.
  • Pinion Investment Advisors bought 835 Schwab US Broad Market ETF shares in Q2 2026, an estimated $23.4K.
  • Schwab US Broad Market ETF made up 0.07% of Pinion Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • Pinion Investment Advisors first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 26 quarters since.
  • Pinion Investment Advisors's Schwab US Broad Market ETF position peaked at $752K in Q2 2021.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.