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

Prevail Innovative 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	$1.56M	Sell	53,774 -840	-2%	-$23.5K	0.23%	105
2026 Q1	$1.37M	Buy	54,614 +3,382	+7%	+$88.7K	0.23%	118
2025 Q4	$1.34M	Buy	51,232 +6,280	+14%	+$163K	0.24%	136
2025 Q3	$1.16M	Buy	44,952 +1,338	+3%	+$33.1K	0.22%	143
2025 Q2	$1.04M	Buy	43,614 +9,631	+28%	+$212K	0.23%	127
2025 Q1	$732K	Buy	33,983 +1,120	+3%	+$25.5K	0.19%	128
2024 Q4	$746K	Buy	32,863 +10,786	+49%	+$246K	0.22%	105
2024 Q3	$490K	Buy	22,077 +900	+4%	+$19.2K	0.15%	120
2024 Q2	$444K	Buy	+21,177	New	+$429K	0.16%	120

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

Prevail Innovative Wealth Advisors's SCHB Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 1.5% in Q2 2026, selling an estimated $23.5K and leaving 53,774 shares worth $1.56M. The position accounts for 0.23% of the portfolio, ranked #105.

Prevail Innovative Wealth Advisors first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Prevail Innovative Wealth Advisors held 53,774 shares of Schwab US Broad Market ETF worth $1.56M as of Q2 2026.
Prevail Innovative Wealth Advisors sold 840 Schwab US Broad Market ETF shares in Q2 2026, an estimated $23.5K.
Schwab US Broad Market ETF made up 0.23% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Prevail Innovative Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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