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Provident Living Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Provident Living Financial Services’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 		$1.59M Buy
54,958
+173
+0.3% +$4.84K 1.57% 14
2026
Q1 		$1.38M Buy
54,785
+13
+0% +$341 1.52% 14
2025
Q4 		$1.44M Buy
+54,772
New +$1.43M 1.41% 14

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SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Provident Living Financial Services's SCHB Position: Q2 2026 in Review

Provident Living Financial Services increased its Schwab US Broad Market ETF (SCHB) stake by 0.32% in Q2 2026, buying an estimated $4.84K and bringing the position to 54,958 shares worth $1.59M. The position accounts for 1.57% of the portfolio, ranked #14.

Provident Living Financial Services first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 929 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Provident Living Financial Services held 54,958 shares of Schwab US Broad Market ETF worth $1.59M as of Q2 2026.
  • Provident Living Financial Services bought 173 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.84K.
  • Schwab US Broad Market ETF made up 1.57% of Provident Living Financial Services's portfolio in Q2 2026, its #14 holding.
  • Provident Living Financial Services first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.