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Sanctuary Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Sanctuary 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 		$2.44M Buy
84,283
+12,375
+17% +$346K 0.01% 948
2026
Q1 		$1.8M Buy
71,908
+254
+0.4% +$6.67K 0.01% 1002
2025
Q4 		$1.88M Sell
71,654
-4,336
-6% -$113K 0.01% 966
2025
Q3 		$1.95M Sell
75,990
-394
-0.5% -$9.75K 0.01% 914
2025
Q2 		$1.82M Buy
76,384
+48,562
+175% +$1.07M 0.01% 890
2025
Q1 		$599K Buy
27,822
+683
+3% +$15.5K ﹤0.01% 1416
2024
Q4 		$638K Sell
27,139
-65,678
-71% -$1.5M ﹤0.01% 1545
2024
Q3 		$719K Buy
92,817
+61,341
+195% +$1.31M ﹤0.01% 1465
2024
Q2 		$620K Buy
+31,476
New +$638K ﹤0.01% 1491

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

Sanctuary Advisors's SCHB Position: Q2 2026 in Review

Sanctuary Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 17% in Q2 2026, buying an estimated $346K and bringing the position to 84,283 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #948.

Sanctuary 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.

  • Sanctuary Advisors held 84,283 shares of Schwab US Broad Market ETF worth $2.44M as of Q2 2026.
  • Sanctuary Advisors bought 12,375 Schwab US Broad Market ETF shares in Q2 2026, an estimated $346K.
  • Schwab US Broad Market ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #948 holding.
  • Sanctuary 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 Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.