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Richard Young Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Richard Young Associates’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 		$254K Hold
8,770
– – 0.17% 27
2026
Q1 		$220K Sell
8,770
-1,890
-18% -$49.6K 0.17% 23
2025
Q4 		$280K Buy
+10,660
New +$278K 0.22% 20

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R
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SCM
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UBS AM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Richard Young Associates's SCHB Position: Q2 2026 in Review

Richard Young Associates held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 8,770 shares worth $254K. The position accounts for 0.17% of the portfolio, ranked #27.

Richard Young Associates first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $280K in Q4 2025. 1,387 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Richard Young Associates held 8,770 shares of Schwab US Broad Market ETF worth $254K as of Q2 2026.
  • Richard Young Associates left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.17% of Richard Young Associates's portfolio in Q2 2026, its #27 holding.
  • Richard Young Associates first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Richard Young Associates's Schwab US Broad Market ETF position peaked at $280K in Q4 2025.
  • 1,387 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Richard Young Associates's 13F filing for Q2 2026, filed 27 Jul 2026.