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

PUREfi Wealth’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 		$297K Sell
10,257
-1,500
-13% -$42K 0.16% 156
2026
Q1 		$295K Hold
11,757
– – 0.19% 141
2025
Q4 		$308K Hold
11,757
– – 0.24% 118
2025
Q3 		$302K Sell
11,757
-600
-5% -$14.9K 0.23% 119
2025
Q2 		$294K Buy
+12,357
New +$272K 0.24% 112

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 $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

PUREfi Wealth's SCHB Position: Q2 2026 in Review

PUREfi Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2026, selling an estimated $42K and leaving 10,257 shares worth $297K. The position accounts for 0.16% of the portfolio, ranked #156.

PUREfi Wealth first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. The position peaked at $308K in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • PUREfi Wealth held 10,257 shares of Schwab US Broad Market ETF worth $297K as of Q2 2026.
  • PUREfi Wealth sold 1,500 Schwab US Broad Market ETF shares in Q2 2026, an estimated $42K.
  • Schwab US Broad Market ETF made up 0.16% of PUREfi Wealth's portfolio in Q2 2026, its #156 holding.
  • PUREfi Wealth first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • PUREfi Wealth's Schwab US Broad Market ETF position peaked at $308K in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.