Prepared Retirement Institute’s Schwab US Broad Market ETF SCHB Stock Holding History

Prepared Retirement Institute’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	$631K	Buy	21,795 +56	+0.3%	+$1.57K	0.27%	45
2026 Q1	$546K	Buy	21,739 +110	+0.5%	+$2.89K	0.27%	45
2025 Q4	$567K	Buy	21,629 +74	+0.3%	+$1.93K	0.29%	42
2025 Q3	$554K	Buy	21,555 +40	+0.2%	+$990	0.29%	43
2025 Q2	$513K	Buy	21,515 +83	+0.4%	+$1.83K	0.3%	43
2025 Q1	$461K	Buy	21,432 +7,861	+58%	+$179K	0.29%	42
2024 Q4	$308K	Buy	13,571 +47	+0.3%	+$1.07K	0.18%	59
2024 Q3	$300K	Buy	13,524 +87	+0.6%	+$1.86K	0.18%	59
2024 Q2	$282K	Hold	13,437	–	–	0.19%	62
2024 Q1	$273K	Buy	13,437 +39	+0.3%	+$755	0.2%	54
2023 Q4	$249K	Buy	+13,398	New	+$231K	0.19%	66

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 $103B AUM 28.65% 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

Prepared Retirement Institute's SCHB Position: Q2 2026 in Review

Prepared Retirement Institute increased its Schwab US Broad Market ETF (SCHB) stake by 0.26% in Q2 2026, buying an estimated $1.57K and bringing the position to 21,795 shares worth $631K. The position accounts for 0.27% of the portfolio, ranked #45.

Prepared Retirement Institute first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Prepared Retirement Institute held 21,795 shares of Schwab US Broad Market ETF worth $631K as of Q2 2026.
Prepared Retirement Institute bought 56 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.57K.
Schwab US Broad Market ETF made up 0.27% of Prepared Retirement Institute's portfolio in Q2 2026, its #45 holding.
Prepared Retirement Institute first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.