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Sage Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Sage Financial Group’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 		$516K Buy
17,828
+98
+0.6% +$2.74K 0.03% 80
2026
Q1 		$445K Buy
17,730
+81
+0.5% +$2.13K 0.03% 80
2025
Q4 		$463K Sell
17,649
-242
-1% -$6.3K 0.03% 78
2025
Q3 		$460K Buy
17,891
+109
+0.6% +$2.7K 0.03% 74
2025
Q2 		$424K Sell
17,782
-6,278
-26% -$138K 0.03% 75
2025
Q1 		$518K Buy
24,060
+5,846
+32% +$133K 0.04% 67
2024
Q4 		$413K Sell
18,214
-875
-5% -$20K 0.03% 77
2024
Q3 		$423K Sell
19,089
-1,212
-6% -$25.9K 0.03% 76
2024
Q2 		$425K Buy
20,301
+3,762
+23% +$76.2K 0.04% 74
2024
Q1 		$337K Buy
16,539
+228
+1% +$4.41K 0.03% 82
2023
Q4 		$303K Sell
16,311
-1,980
-11% -$34.2K 0.03% 86
2023
Q3 		$304K Buy
18,291
+1,680
+10% +$29.1K 0.03% 81
2023
Q2 		$286K Buy
16,611
+264
+2% +$4.3K 0.03% 85
2023
Q1 		$261K Sell
16,347
-1,557
-9% -$24.3K 0.03% 88
2022
Q4 		$267K Buy
17,904
+657
+4% +$9.87K 0.03% 84
2022
Q3 		$241K Buy
17,247
+1,428
+9% +$22.2K 0.03% 81
2022
Q2 		$233K Buy
+15,819
New +$254K 0.03% 84

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 $104B AUM 28.3% 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

Sage Financial Group's SCHB Position: Q2 2026 in Review

Sage Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.55% in Q2 2026, buying an estimated $2.74K and bringing the position to 17,828 shares worth $516K. The position accounts for 0.03% of the portfolio, ranked #80.

Sage Financial Group first reported a position in SCHB in Q2 2022 and has held it in 17 quarters since. The position peaked at $518K in Q1 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sage Financial Group held 17,828 shares of Schwab US Broad Market ETF worth $516K as of Q2 2026.
  • Sage Financial Group bought 98 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.74K.
  • Schwab US Broad Market ETF made up 0.03% of Sage Financial Group's portfolio in Q2 2026, its #80 holding.
  • Sage Financial Group first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Sage Financial Group's Schwab US Broad Market ETF position peaked at $518K in Q1 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.